Summary

The customer faced the challenge of quotation according to the needs of the company. They wanted to automate their quote processes to get rid of inconsistent, error-prone, and lengthy quote processes. They struggled with maintaining different headers for several products. We successfully integrated Salesforce CPQ by following a standard quotation process and availability of handy information for the reps. This also eliminated the manual work and helped the client to adapt to a system-driven quotation process. To know more, download the case study.