Insights

Discover with us what a Lookup Object is and how to set it up in Salesforce CPQ

Explore this blog post from the Salesforce Summer '20 Release series where we shine a light on the Sales Cloud new features.

The Salesforce Summer '20 Release Notes are finally here! Here are our favorite features.

Salesforce Summer '20 Release comes with four upgrades to CPQ that will boost your sales reps' productivity. Discover them with us.

Learn how to organize in Salesforce CPQ the quote lines that share field values into groups and make sure that the document looks neat and is easy to read.

Learn how to generate proposals in Salesforce CPQ with MDQ products hidden in the standard Line Items table by applying specific filters.

Learn to display segmented Multi-Dimensional Quoting line items in their own table on a quote in Salesforce CPQ. Follow our simple steps to implement this.

Personalize your Salesforce CPQ quote templates by adding your company logo in minutes. Follow our simple steps in this blog post.

Find out how to add in Salesforce CPQ the draft watermark to the quote documents so that they won't be confused with the completed version.

Embed standardized content like certifications or corporate overviews in your Salesforce CPQ quote PDFs. Learn the steps in our blog post.

Learn how to assemble custom documents in Salesforce CPQ by replacing the structure of the standard proposal with customizable content. Read our blog for steps.

Discover how to use a custom checkbox in Salesforce CPQ to toggle default pricing fields on and off when sending quotes. Read our blog for more details.