Published 4 Mar 2024 · Last reviewed 11 Nov 2026
Education company
Salesforce CPQ implementation for three-year subscriptions
Client
Education company
Industry
Education
Salesforce products
Salesforce CPQ, Sales Cloud
Integration
Conga Sign
Delivered by
Techila Global Services, Salesforce Summit Partner
Techila Global Services implemented Salesforce CPQ for an education company selling multi-year subscriptions directly and through partners. The build covers three-year multi-dimensional quoting, discount schedules, block pricing, partner discounts, product rules and bundles, quote and contract templates, advanced approvals, Conga Sign e-signature and a custom contract model that works around MDQ limits.
The client is an education company that sells subscriptions and one-time products directly and through partners and distributors. Techila Global Services, a Salesforce Summit Partner, replaced its legacy quoting with Salesforce CPQ. Since 2026 Salesforce CPQ is end of sale for new customers but still supported for existing ones, and new customers buy Revenue Cloud Advanced (Salesforce, dated 10 July 2026). Source: original Techila case study, published 4 March 2024 (archived copy reviewed 11 November 2026). The client name is withheld pending permission.
At a glance
- Scope
- Three-year MDQ model, pricing and discounts, product rules, templates, approvals, Conga Sign, custom contract model
- Results
- Not published in the original case study
- Original case study
- Published 4 March 2024; refreshed 11 November 2026
- Provider
- Techila Global Services · Salesforce Summit Partner
The challenge
The sales team quoted in a legacy process. The company needed a three-year subscription model tracked year by year, recurring and one-time products, quantity- and term-based discounts, partner pricing and digital signing, but standard multi-dimensional quoting (MDQ) could not split contracts, and requirements kept changing.
Salesforce CPQ multi-dimensional quoting (MDQ) does not allow a contract to be split.
MDQ limits affected labeling segments, locking segments from edits and amending the next two years of a contract.
Advanced approvals had custom requirements.
Different quote and contract templates were needed, and quote formatting was hard to get right.
Requirements changed often, and some were unclear at the start.
The solution
Techila configured MDQ products with year and month dimensions, automated pricing with discount schedules, block and list pricing, added product rules and bundles, built draft and final quote and contract templates with editable terms, set up advanced approvals and Conga Sign, and designed a custom intra-order contract model to work around MDQ limits.
Configured product dimensions so subscriptions split by year and month across a three-year model, with recurring and one-time products.
Automated pricing with discount schedules by quantity or term, block pricing for one-time products and list pricing, plus partner and distributor discounts based on account.
Added product rules to stop invalid configurations, bundles to sell related products together, and field-level control in the quote line editor.
Built a custom intra-order contract model to overcome MDQ limits, with automated opportunity-to-quote and order-to-contract journeys.
Created draft and final quote and contract templates where sales users can edit terms and add notes.
Set up advanced approvals and Conga Sign for digital signing and transaction tracking, then tested every pricing scenario for each product.
Salesforce products used
Related reading
- Salesforce CPQ in 2026: Techila's CPQ guide.
Related services
How Techila delivers this for your team
FAQ
Frequently asked questions.
What buyers ask after reading this Techila case study.
MDQ splits a subscription product into segments, such as years or months, so each segment can have its own quantity, price and discount. Techila used it for a three-year subscription model.
MDQ does not allow a contract to be split, so Techila built a custom intra-order contract model and automated the journey from order to contract.
No. As of 2026 Salesforce CPQ is end of sale for new customers, who buy Revenue Cloud Advanced instead; existing customers keep CPQ and its support. Our Salesforce CPQ guide covers the options.
Techila names clients on its website only with their permission. This case study will name the client once that is confirmed.
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