CPQ (Configure, Price, Quote)
Salesforce's quote-generation tool: reps assemble configurations, apply pricing rules, route approvals, and generate proposals, now increasingly AI-driven.
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What is CPQ (Configure, Price, Quote)?
Salesforce's quote-generation tool: reps assemble configurations, apply pricing rules, route approvals, and generate proposals, now increasingly AI-driven.
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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.
Related terms
Browse all terms- Sales ForecastingPredicting future revenue from pipeline data, historical close rates, and (increasingly) AI signals, used for capacity planning, reporting, and goal-setting.
- Sales EnablementEquipping sales teams with the content, tools, training, and information they need to sell effectively, increasingly AI-augmented and automated.