GPTfy Glossary
CPQ (Configure, Price, Quote)
Salesforce's quote-generation tool — reps assemble configurations, apply pricing rules, route approvals, and generate proposals, now increasingly AI-driven.
Salesforce CPQ (originally Steelbrick, acquired 2015) automates the otherwise error-prone process of building accurate quotes for complex products. Sales reps select products, configure options, apply discount rules, route for approval, and generate branded proposal documents — all without leaving Salesforce.
The classic pain point: CPQ is notoriously click-heavy. A typical quote can require 30+ clicks across multiple screens. This is where AI is landing. Conversational AI for CPQ (a category gptfy operates in) lets reps generate quotes by natural-language prompt: "Build a quote for Acme Corp, 50 seats, enterprise tier, annual contract." The AI picks the right products, applies discount logic, drafts the quote, and surfaces approvals.
AI-powered CPQ is part of Salesforce's broader Revenue Cloud roadmap, with Agentforce extensions for quoting becoming generally available in 2026.
See CPQ (Configure, Price, Quote) in GPTfy
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