Move seamlessly from Quote to Cash within Salesforce CPQ and Billing, using integrated tools to guide you from pricing and quoting to invoicing and payment collection! Whether it’s CPQ, Billing, or Revenue Cloud, ITeq will prepare you for success in the long term and continually guide you—no matter your industry.
Salesforce CPQ and Billing Offerings
CPQ QUICKSTART
$
19k
3 Month Timeline
-
Discovery
- Review Standard Objects
- Review Custom Objects, Integrations, Code
- Pre-CPQ Salesforce Enhancements
- Review Quoting, Templates, & Contracts -
Build - In the Sandbox
- Install
- Bundle Setup
- Standard Approvals
- Renewals & Amendments
- Quote Documents Up to 5 pages -
Go Live To Production
- Migrate Work from Sandbox to Production
- Video Recording of the End-to-end Solution
- Test Script
Get Started
Available Add-On, Prices Vary
Data Migration, E-signature, AvaTax, Conga Document, Advanced Approvals, Advanced Order Management, Quote Documents Over 5 pages, Design Assistance
Data Migration, E-signature, AvaTax, Conga Document, Advanced Approvals, Advanced Order Management, Quote Documents Over 5 pages, Design Assistance
BILLING QUICKSTART
$
29k
4 Month Timeline
-
Discovery
- Review Standard Objects
- Review Salesforce CPQ Setup
- Design Billing Solution
- Review Documentation -
Build - In the Sandbox
- Install, Initial Setup & Invoice Generation
- Usage Based Pricing on Order Generation
- Invoice Template Customization
- Invoice Run Setup
-
Go Live To Production
- Migrate Work from Sandbox to Production
- Video Recording of the End-to-end Solution
- Test Script
Get Started
Available Add-On, Prices Vary
Data Migration, E-signature, AvaTax, Conga Document, Advanced Approvals, Advanced Order Management, Quote Documents Over 5 pages, Design Assistance
Data Migration, E-signature, AvaTax, Conga Document, Advanced Approvals, Advanced Order Management, Quote Documents Over 5 pages, Design Assistance
Your Budget. Your Timeline.
ITeq is here to support you!
With over a decade of experience in Salesforce CPQ and Billing, we provide a comprehensive range of services for your business needs, including:
- Long-standing expertise in architecting and implementing CPQ within business processes
- Optimization of your workflow from prospecting through quoting
- Full-service, personalized styling and customization of your quoting templates
- Hands-on training with low turnover to help master CPQ for sustained growth
Benefits Include:
Streamlined contract process
Improved Accuracy
Personalized service
Reduced timeframes
Maximized sales
And More...
Trusted By These Happy Clients
