Salesforce CPQ Implementation for a Process Automation Sotware Provider

Salesforce CPQ Implementation for a Process Automation Software Provider

About Client

A US based intelligent automation solutions provider, helping digitally transform information-intensive business workflows for high-powered enterprise environments. The client provides services that enable smarter working within organizations for various teams, from the front office to the back office, to boost efficiency and revenue.


The client sought our services for routine Salesforce CPQ upgrade including the following:

  • Enable Auto Renewal and Low Touch Renewal.
  • Functionality to remove duplicates during Account Merge.
  • Contract related feature enhancements, like List view optimization.
  • Functionality to change currency of Renewal Opportunity and Quotes.
  • Quote related feature enhancements for a smooth end-user experience.
  • Removal and addition of different stages from the Quote and Opportunity journey.
  • Case Management related feature enhancements, like adding signature to email templates.
  • Functionality to auto-populate fields like Sold to Contact, Customer Billing Preference, and Invoice Email from Account on Renewal use case.