Pricing and Discounts

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22
Dec
Salesforce CPQ: Custom Pricing Method

Explore the Custom Pricing Method in Salesforce CPQ for flexible pricing control, but understand the need for caution and oversight in its use.

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21
Nov
Salesforce CPQ: Block Pricing vs Batch Pricing

While both focus on quantity, Block and Batch Pricing in Salesforce CPQ are distinct. Unravel these subtleties for better pricing strategies.

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12
Oct
Salesforce CPQ: Refresh Quote Prices

Find out how to leverage Salesforce CPQ's 'Refresh Quote Prices' button to keep your quotes current with price changes and optimize sales operations.

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5
Sep
Salesforce CPQ: Price Editable?

Learn how to restrict price field edits in Salesforce CPQ. Discover the use of Price Rules and Javascript Plugins to lock price fields for specific profiles.

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17
Jul
Salesforce CPQ: RequiredBy Field

Troubleshooting and Optimizing Price Rules in Salesforce CPQ: A Case Study related to the Required By field

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30
Mar
Salesforce CPQ: Contracted Pricing Consideration

Contracted Pricing within Salesforce CPQ is a convenient way of storing and applying immediately negotiated prices and discounts for individual accounts. We have written previously about Contracted Prices Considerations, and we must update our list with a new item.

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23
Dec
Salesforce CPQ: Price Book Entries and Multi-Currencies

Activating Multi-Currency in a Salesforce environment enables you to create quotes and calculate prices in different currencies. Read more about how these align with Price Book Entries.

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3
Aug
Salesforce CPQ: Contracted Pricing Considerations

Contracted Pricing with Salesforce CPQ is a very powerful and useful tool when you need to assign negotiated prices to specific accounts. There are a few details to keep in mind when setting up this functionality.

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4
May
Salesforce CPQ: Pricing Methods

The P of CPQ comes from pricing which is a very complex aspect of this triad. It is crucial that you understand...

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27
Apr
Salesforce CPQ: Overview of Discounting Tools

Discover with us the different methods of applying discounts to prices that Salesforce CPQ offers which you can set on the quote line level, quote line group level, or quote level.

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30
Mar
Salesforce CPQ: Price Waterfall

Discover in our article in what order Salesforce CPQ evaluates the multiple discount fields, how different prices obtain their values and how the price waterfall can be adjusted....

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2
Feb
Salesforce CPQ: Adding MDQ (Multi-Dimensional Quoting) Segments To A Product

Discover in this blog post how to show subscription products in the quote line editor as a single quote line with multiple segments representing separate blocks of time with independent quantities and discounts.

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30
Oct
Salesforce CPQ: Product Rules vs Price Rules

Have you ever wondered which functionality to use in Salesforce CPQ? Product Rules or Price Rules? Let's take a deep dive together and discover their similarities and differences.

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28
Feb
Salesforce CPQ: Creating Partner Discounts By Product Family

Find out in our new blog post how you can create Partner Discounts in order to make sure that your partners receive discounts based on their Partner Level by Product Family...

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21
Feb
Salesforce CPQ: Creating Partner Discount Price Rule

Discover in our new blog post how you can use price rules in order to make sure that your partners receive discounts based on their Partner Level...

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7
Feb
Salesforce CPQ: Price Rules

Find out in our new blog post how you can empower your sales representatives with price rules in order to make sure that they have a speedier turnaround in creating quotes. And most importantly, this way, you work towards gaining your client's trust by offering them consistency and reliability when it comes to pricing...

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24
Jan
Salesforce CPQ: Creating Subscription Pricing

Find out in this blog post how you can set up subscription pricing and scale a product's price relative to another group of products...

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17
Jan
Salesforce CPQ: Creating Discount Schedules - Part 2

Discover how to use Salesforce Discount Schedules in order to offer quantity-based discounts to encourage larger deals and make sure at the same time that sales reps don't have to bother and keep track of how much they should discount for given quantities...

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10
Jan
Salesforce CPQ: Creating Discount Schedules - Part 1

Find out in our blog post how to set up discount schedules in order to create volume discounts based on quantity or terms to provide an incentive for your clients...

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11
Oct
Salesforce CPQ: Contracted Prices

Do you want Salesforce CPQ to use the negotiated price on quotes instead of the standard price for a specific client? Find out in our...

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3
Jul
Salesforce CPQ: Block Pricing

Block pricing allows to price a product based on different quantity ranges which are called block prices...

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