Kickstart your CPQ journey with FortéNext. Implement essential configure, price, quote functionality in four weeks. Schedule a demo today with our team.
Make an enquiryEasily create, view, and edit quotes.
Apply discounts to specific lines.
Quickly generate quotes from a template.
Typically up and running within 3 weeks.
Use our expertise to seamlessly transition your business requirements into the CPQ platform.
Start using CPQ fast and create a firm foundation for further pricing optimization.
Salesforce CPQ installation
Permissions setup
Basic configurations for CPQ search and pages
Bundles setup
Product rules & dependencies
Product pricing methods
Quote object and layouts setup
Opportunity object and layouts setup
Validating quotes by specified rules
Applying discounts to quote lines
Ability to use product rules (up to 5)
Ability to use price rules (up to 5)
Quote generation via template (up to 2)
120
Salesforce specialists
150
Salesforce certifications
100
Salesforce Lightning projects