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Lightweight CPQ

By Out Loud Solutions

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

Starting at $10   USD/user/month

Discounts available for nonprofits

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Business Need
Sales Intelligence

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.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Discount Schedules/Lightweight CPQ Summer 21 1.47.0
Listed On
06/08/2020
Latest Release
03/04/2022
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.47.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/13/2020

Additional Details

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.

Need help?

Out Loud Solutions

Annapolis, MD USA

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