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Faster, Accurate Quoting
with Salesforce CPQ
Enhancements
A US technology company's sales team struggled with complex product configurations, inconsistent pricing, and time-consuming quoting processes. TrueSolv implemented Salesforce CPQ enhancements with custom product rules, bundling configurations, and Apex logic for the Quote Line Editor — enabling faster deal closures and higher sales efficiency.
CPQ enhanced — faster quotes, consistent pricing, fewer errors
Product rules · Bundling · Custom Quote Line Editor
↓
Time-to-quote after CPQ implementation
Streamlined interface replaces multi-step manual process
↑
Quote accuracy from product and price rules
Consistent pricing constraints eliminate manual errors
↑
Sales team productivity and deal closure speed
Reps spend less time configuring, more time selling
✓
Scalable CPQ foundation for product growth
Custom Apex logic supports future catalogue expansion
01 — Challenge
Complex configurations, inconsistent pricing, and slow quoting costing deals
The client's sales team struggled with complex product configurations, inconsistent pricing, and time-consuming quoting processes — leading to errors and delayed responses that impacted customer satisfaction and sales effectiveness.
- Complex product configurations: No guardrails on product selection — reps configured quotes incorrectly, creating rework.
- Inconsistent pricing: Discount structures applied inconsistently across reps — quotes varied for the same products.
- Slow quoting process: Building quotes required navigating multiple screens — time-consuming and prone to errors.
- Limited bundling: No structured way to offer tailored product bundles quickly and compliantly.
02 — Solution
CPQ product rules, bundling, and custom Apex Quote Line Editor logic
TrueSolv implemented Salesforce Lightning components for managing Accounts, Opportunities, Quotes, and Quote Line Items — enhanced with CPQ product and price rules, bundling configurations, and custom Apex logic for the Quote Line Editor to meet specific business requirements.
Salesforce CPQ Quote interface — product rules enforce configuration accuracy, bundling speeds quote creation.
1
Product and Price Rules
Accurate configurations and consistent pricing enforced automatically
Defined product and price rules to ensure accurate configurations and consistent pricing through structured constraints and discount structures — eliminating the variability that previously caused downstream errors and rework.
2
Bundling Configurations
Tailored product bundles for faster, compliant quoting
Configured product bundles allowing sales reps to quickly add pre-approved product groupings to quotes — reducing configuration time and ensuring compliance with approved pricing structures.
3
Custom Apex Logic for Quote Line Editor
Extended CPQ capabilities with validations and pricing adjustments
Custom Apex logic in the Quote Line Editor extended standard CPQ capabilities — adding custom validations, pricing adjustments, and business-specific rules that could not be handled through configuration alone.
"Our reps were spending 30 minutes building a quote that should take 5. And they still got the pricing wrong sometimes. After the CPQ enhancements, quotes are faster, consistent, and the product rules prevent errors before they happen."
The manual quoting process was a bottleneck we'd accepted for too long. TrueSolv's CPQ implementation changed the whole experience for our reps. Product rules mean the right configuration is enforced at the point of selection. Bundles mean common groupings are one click. The custom Apex logic for the Quote Line Editor handles our edge cases that standard CPQ couldn't. Deal velocity is noticeably higher since go-live.
PT
Paul T.
VP Sales · US Technology Company
04 — Results
Faster quotes, consistent pricing, higher deal velocity
The CPQ enhancements delivered immediate improvements in quoting speed, pricing accuracy, and sales rep productivity.
Faster Time-to-Quote
Streamlined quoting interface and pre-built bundles reduced quote creation time — reps spend time selling, not configuring.
Consistent Pricing Accuracy
Product and price rules enforce correct configurations and discount structures — pricing errors eliminated at the source.
Higher Deal Velocity
Faster, more accurate quotes resulted in faster deal closures and improved customer satisfaction across the sales cycle.
Scalable CPQ Foundation
Custom Apex logic and structured rules provide a scalable base for future product catalogue growth without rearchitecting.
05 — Technologies
Built with
Salesforce Sales Cloud
Salesforce CPQ
Apex
Lightning Web Components
Product Rules
Price Rules
Bundling
For Technology Companies with Complex Quoting Processes
Your reps shouldn't spend 30 minutes
building a quote that should take 5.
If inconsistent pricing and slow configuration are costing you deals, we'll implement CPQ enhancements — product rules, bundles, and custom Apex logic that make quoting fast, accurate, and consistent.
Salesforce CPQ product and price rules
Bundling configuration for common packages
Custom Apex Quote Line Editor logic
Consistent discount structure enforcement
Custom validations and pricing adjustments
Scalable architecture for catalogue growth
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