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CPQ

– SteelBrick CPQ Review

Product Snapshot

Technology

SteelBrick CPQ is available as a SaaS solution that requires no additional hardware.

Customer Focus

SteelBrick works with enterprise and mid-sized customers.

Selected Customers

About SteelBrick CPQ

SteelBrick CPQ is a CPQ software solution that is built completely inside Salesforce. Each time users generate quotes, they can refer to the Salesforce price book, add in the appropriate items and apply bulk discounted rates as needed. Once a quote is finalized, the program can apply the quote data onto a branded, professional document template in either PDF or Word format. If both parties come to a quote agreement, the system can take down electronic signatures. The product can generate renewal quotes using archived data for frequent customers, and all created quotes are attached to audit trails for future review. Lastly, SteelBrick CPQ can guide reps through closing deals when they set off for sales meetings.

About SteelBrick
SteelBrick was founded in 2009 and is headquartered in Palo Alto.

SteelBrick CPQ Key Features

SaaS CPQ software solution
Works across Salesforce to generate quotes and proposals
Users can add products to quotes, check on pricing and verify all stock levels
Applies quote data to a professional PDF or Word document template and sends the file out to the customer
Takes down electronic signatures for completed deals
Stores all quote activity in audit trails
Guides sales reps through sales meetings by providing information on products and upsell opportunities