CPQ (configure, price, quote) lives at Sales > CPQ. A quote is attached to a Deal, pulls line items from the product catalog, applies discount rules and produces a shareable document. Accepted quotes feed the deal value and revenue reports.
Building a quote
- 1Open the Deal and choose New quote (or start from Sales > CPQ and pick the deal).
- 2Add line items from the catalog: product, quantity, unit price, term.
- 3Apply line or quote-level discounts; discounts beyond your threshold require approval.
- 4Review taxes, totals and payment terms in the preview.
- 5Send the quote to the contact by email or share the link; track views and acceptance on the deal timeline.
Approvals and guardrails
- Discount limits are set per role in CPQ settings; exceeding them routes the quote to a manager.
- Quotes are versioned; editing a sent quote creates a new version so the buyer's copy is never silently changed.
- Currency follows the deal; contract term flows from the deal's contractTermMonths.
After acceptance
- The deal can be moved to Won and value is reconciled to the accepted quote.
- Commission plans read the closed value and term (see Commissions).
- Order form URL can be stored on the deal (orderFormUrl) for finance handoff.
Prices come from the catalog. Change list prices in the catalog, not on individual quotes, or reports will disagree with what finance expects.