AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

appero quote CPQ Light - Configure Price Quote for Salesforce

Native quoting tool to streamline configuration, pricing & PDF creation

Overview

appero quote is a native CPQ Salesforce solution that enhances the Configure Price Quote process by enabling structured, customizable and visually clear quote creation with a flexible Lightning editor and product configuration capabilities.

1 of 13

See How appero quote CPQ Light - Configure Price Quote for Salesforce Works

  • VISUAL EDITING: Stop the blind draft-generation flight. Edit proposals directly inside the final PDF layout with real-time margins and formatting. Save hours of daily quote creation and streamline Salesforce proposal automation with stunning designs.

  • FLAWLESS PRICING: Run complex calculations automatically in the background. Stop manual pricing errors by automating nested volume tiers, product dependencies, and discount matrixes with a powerful Salesforce pricing tool built for precision.

  • BRAND COMPLIANCE: Enforce corporate identity instantly. Format docs with approved logos and layouts. Lock critical sections like Terms & Conditions to prevent unauthorized changes and ensure every quote app document remains compliant.

  • NATIVE SECURITY: Built 100% natively on the Lightning platform. Your proprietary data never leaves Salesforce, making this a truly native CPQ in Salesforce solution with zero integration lag or fragile external API connections.

  • CALCULATION FREEDOM: Apply complex multi-level discounts, margin-based pricing, and custom rules directly on line items. Easily configure price quote Salesforce processes without breaking standard Salesforce Price Books.

  • PRODUCT CUSTOMIZATION: Go beyond standard fields. Add custom product properties (with or without pricing impact), offer optional complementary add-ons, and write detailed line-item comments directly inside the visual editor.

  • SPEED-TO-VALUE: Live in weeks, not quarters. Skip long setups and high consulting fees. Our interactive Setup Assistant and zero-code admin configuration make implementation faster than a typical CPQ app deployment.

  • REVOPS ALIGNMENT: Automatically sync quote quantities, line items, and discounts back to standard Salesforce Opportunities. Streamline your quote to cash Salesforce process with reliable, real-time pipeline forecasting.

  • SCALABILITY & MULTI-BRAND: Search massive price books with zero lag. Manage multiple brands, templates, and currencies in a single org while preserving global Salesforce CPQ pricing rules and corporate compliance.

State-of-the-art quote / Lightning CPQ Salesforce native, enhancing its architecture and platform. Powered by Lightning! Lean and intuitive Lightning Editor (WYSIWYG). BENEFITS • Less effort per quote, faster deals, lower costs • Visually appealing and individual design • Legally consistent quotes featuring relevant content • Seamless processes • Increase of data quality • Happy sales teams • Lower complexity and costs compared to common CPQ solutions FUNCTIONAL RANGE Configure: - Comfortable product selection - Product properties and groups - Product hierarchies and bundles - Alternative products Price: - Automated discounts on product/sum level - Bulk prices - Markup pricing - Margin calculation - Price dependencies Quote: - Interaction of templates, variables and bricks - Salesforce variables - Dynamic table of contents - Flexible product overview - Internal and external graphics Process: - Multi-level sales - Approval process with trigger criteria - Quote history, versioning and revisioning safety - Usage of Salesforce Chatter International Use: - Multi-language application - Multi-currency support - Multi-client capability

Categories

Business Needs
Quotes & Orders
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from appero GmbH

  • appero MediaVelox
    by appero GmbH
    No Ratings
    360° CRM for Media and Publishing, Media Ad Sales, Cross-Media Advertising, Quote & Pricing Management, Ad Server Integration, Subscription Management, Editing & Content.
    Campaign Management