How we replaced manual pricing and scattered approvals with a real Quote-to-Cash system on Salesforce CPQ.
One of our long-term clients in the construction and building materials industry was relying on manual product configuration, inconsistent discounting, and a sales cycle slowed down by scattered email approvals.
Manual product configuration
Inconsistent discounting
Fragmented sales documentation
Sales cycle slowed by scattered email approvals
We built an end-to-end Quote-to-Cash system on Salesforce CPQ — configurable product bundles, automated pricing rules, a customized Quote Calculator, and multi-level approval workflows, backed by custom Apex for the more complex pricing logic.
Configurable pricing rules removed manual errors from every quote.
Automated approvals cut the time between quote and signed deal.
Every discount and approval is now tracked, auditable and consistent.
The pipeline behind the Quote-to-Cash build, from configuration through to production support.
Product & Bundle Config
Price & Product Rules
Quote Calculator (QCP)
Multi-Level Approvals
Document Management
Configured products, bundles & discounting
Built Product Rules & Price Rules
Customized the Quote Calculator Plugin
Developed Apex classes & triggers
Designed multi-level approval workflows
Executed testing, UAT & defect resolution
Supported production deployments & enhancements
A closer look at other Salesforce work across different platforms and industries.
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