PolSource Pointers for Salesforce CPQ
Have a subscription product that you want to create and quote for in Salesforce? Well with Salesforce CPQ, it’s easy!
You’ll need to:
- Set the subscription pricing. Is it a fixed price or is it a % of another product?
- Set the term. Remember – the final price of the product will the base price * term
- Set the type. Decide if it should be one time, renewable or evergreen.
And that’s it! All click, no code. PolSource have been delivering CPQ for over 5 years, and we believe that it’s best practice to keep things out of the box where possible.