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Lightweight CPQ

Automate Discounts from Price Tiers and Fire Auto Renewals with Products!

Overview

Users enter a quantity and we update volume discounted sales prices based on pre-approved price tiers by term. Also includes: discount validation, line item rounding, easy setup for approvals and auto renewals with cloned products for premium markups.

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See How Lightweight CPQ Works

  • Sell more by going to market with competitive prices! We automatically update sales prices of opportunity products based on a pre-approved pricing tier. Your sales users no longer have to manually look up a product price tier!

  • We can automatically create a renewal opportunity with cloned products when deals are closed won. Then, easily markup a premium price on renewals with our discount recapture feature that applies to all of the new line items in one update!

  • Accurately price deals, but don't pay for CPQ if you don't need it! Lightweight CPQ removes pricing risk with dynamic validation built in to prevent discounts above a certain percent per product beyond the pre approved product tier.

Lightweight CPQ leverages pre approved discount schedules based on product volumes. Users simply enter a quantity and we do the rest by updating the sales price based on an approved pricing tier. This saves sales user's time by automatically looking up price discounts, prevent errors from data entry and even provides guardrails around discount percentages permitted uniquely by product. Validation is included in addition to the pre approved discounted tiers to ensure that only certain discounts are granted above each discounted tier before an approval is delivered. Leverage our rounding tool to round to deliver nicely rounded line items to deliver a nicely rounded quote or proposal. Our new Auto Renewal Management Flow templates allow you to customize the creation of auto renewals when deals are closed and determine which fields are mapped to the new opportunity. After the renewal is created automatically, a user can easily charge a premium for next year's service and that percent markup applies to all line items of the renewal opportunity.

Categories

Business Needs
Sales Intelligence
Features
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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