Salesforce CPQ Implementation for Company Student Dreams

To move legacy quote generation process with Salesforce CPQ to ease Sales teamwork
Implement three-year model to keep track of subscriptions for three separate year
Implement MDQ products to implement three-year model
Implement Recurring, One Time products
Implement discount schedules with different slabs based on quantity or term.
Implement Block pricing for one time product so Price get vary based on Quantity
Implement Partner/Distributor discounting based on account info and Partner
Control accessibility of fields on Editor.
Integrate Conga Sign to make invoicing method more digital and keep track of all Transactions
Configure Draft and final templates for Quote and Contract.
Implement Template in such way that Sales user can modify terms and can add some notes which can be helpful for end user

When we use Salesforce CPQ MDQ functionality, It doesn’t allow to split the contract
Need to go with MDQ limitations for different business requirement such as labelling segments, Blocking segments to edit, Amendments on next two year contracts
Implement Advanced Approval process with custom requirement
Generate templates for different requirements based on need
Business changed requirements frequently causing rework
Not able to properly format quotes Formatting of quote generation
For some points business were not clear with the requirements

Configured dimension on Products as requirement which helps business to split their Products based on Year and months
Automate Pricing for different product by using CPQ functionality like Discount Schedules and Pricing method such Block Pricing, List Pricing
Added validations through rules to restrict sales user for wrong configurations of Products
Used Bundle products to sell related products together
To overcome MDQ limitations and satisfy various other requirements Implemented custom ‘Intra-Order Contract’ model
Automated Order to Intra contract generation journey, Opportunity to quote creation journey with required values
Tested all the scenarios with different pricing module for each products

Salesforce CPQ