How do I create a product bundle in CPQ?

How do I create a product bundle in CPQ?

Step by Step Guide to Create Product Bundle in Salesforce CPQ

1. Navigate to the Products Tab and click New, Enter all the necessary information.
2. Go to the related List of products, then go to the price book and add list price and Set Active checkbox to True.
3. Create Optional Products and add Pricing.

What is product in CPQ?

Products are items that users can add to a quote.

How do you implement a custom configurator in Salesforce CPQ?

Define an external configurator in Salesforce CPQ package settings. Then, enable external configuration on any product that you want sales reps to use within that configurator….External Configurator Plugins

1. Set Up an External Configurator to Launch from a Custom Action.
2. Set Up a Web Application for Integration.

When to use a product bundle in CPQ?

Many companies have products that may have accessories, add-ons, or different components that make up a product – think about purchasing a laptop and the various configurations and accessories that you would use to build that. When a company has such a product, they are likely to want to use Bundles in CPQ.

Where do I select sub products in CPQ?

Sub-products are NOT available for selection here as we marked those as Components. Select the Apple iPhone X Package product and click Select, you will be landing on the CPQ Configure Products screen. You can see that the Features are displayed as Tabs ( Bundle Product’s Option Layout).

What does CPQ mean in the sales process?

A fast sales quote process makes your company more efficient and knowledgeable and allows the deal to coast through the sales pipeline. This helps customers view your company as a partner that’s interested in helping them succeed. CPQ helps departments collaborate and make sales quotes accurate.

How to create a bundle product using Salesforce CPQ?

Step 2: Create Optional Products and add Pricing # Product Name Price in $ 1 SanDisk Ultra 8 GB 1.5 2 SanDisk Ultra 16 GB 2.5 3 SanDisk Ultra 32 GB 3.5 4 Apple AirPods Bluetooth Headset 175