Phoenix - Your AI AssistantSalesforce CPQ or Quotes Setup—Products, Pricing & PDF Templates
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4 days
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What you get with this Offer
I will configure Salesforce's native Quotes or CPQ (Configure, Price, Quote) functionality to streamline your sales quoting process — including product catalogue setup, price books, discount schedules, and a branded PDF quote template your reps can generate in seconds from any opportunity. Accurate, professional quotes produced directly from your CRM eliminate manual quote-building and reduce pricing errors.
This engagement covers up to 30 products/SKUs added to a structured catalogue, standard and custom pricing rules, quote line editor configuration, and a PDF template built to your brand guidelines. I'll also set up the quote approval process if your business requires manager sign-off before quotes are sent.
Ideal for product-based or subscription businesses that currently quote outside Salesforce using Excel or Word and want to bring quoting into the CRM to improve speed, accuracy, and deal tracking.
This engagement covers up to 30 products/SKUs added to a structured catalogue, standard and custom pricing rules, quote line editor configuration, and a PDF template built to your brand guidelines. I'll also set up the quote approval process if your business requires manager sign-off before quotes are sent.
Ideal for product-based or subscription businesses that currently quote outside Salesforce using Excel or Word and want to bring quoting into the CRM to improve speed, accuracy, and deal tracking.
What the Freelancer needs to start the work
Please share your product/service list with pricing (CSV or spreadsheet), any existing quote templates for design reference, your brand assets (logo, colours), approval process requirements, and System Administrator access to your Salesforce org or sandbox.