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240  Points
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CPQ - Multiply segmented MDQ product by bundle quantity

SUMMARY: We want to sell multiples of a bundle and have the quantity of every MDQ product to multiply according, whether segmented or not. Long version: We sell configurable data-center products, which consist of bundles that contain various… Show more

2 comments · 12 days ago

390  Points
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CPQ Sandbox Refresh template

Salesforce CPQ utilizes a lot of data for configuring it. This becomes a challenge with sandbox refreshes for partial and no-data sandbox types, as you have to recreate all of your CPQ setup. It would be great if there was an option to just include… Show more

5 comments · 14 days ago

130  Points
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Have the ability to disable the P.O.T. Scope column so it doesn't appear in QLE

When a Quote Line Group is present and you are using a price rule (or some other automation method) to target the P.O.T. Scope field on the Quote Line, that field is automatically added into the Line Editor, taking up valuable real estate on the… Show more

0 comments · 4 days ago

720  Points
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CPQ Large Quote Experience - move quote lines between groups

With Large Quote Experience, users are unable to move quote lines between groups.  It is critical for our users to be able to do that as their package of products offered to the client changes.  The functionality that allows users to direct cloned… Show more

17 comments · 10 months ago

100  Points
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Different Drawers by Product Record Type

I would like to show different fields in the drawers based on product record types.  It would be nice to see fields that are only relavent to the type of product I have added to the quote line in the line editor.  

1 comment · 8 days ago

30  Points
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Visual Representation of Advanced Approvals Flow

It would be really helpful if we could view a visual representation (similar to a flow chart) of our active approval rules.  Perhaps this representation would include basic approval rule information with visibility into how each step flows into the… Show more

0 comments · 2 months ago

20  Points
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Determine Renewal Pricing Method from Contract

Many customers have multiple contracts for a given account and would like to renew each of those contracts with a different pricing method. Currently we are able to set the "Renewal Pricing Method" on the Account object, preference would be… Show more

0 comments · 10 months ago

350  Points
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(Salesforce CPQ) Allow Hiding of Product Group Checkboxes from Product Selection

When selecting products within the product selection screen in Salesforce CPQ, it is far too easy for users to check the product group level checkbox when drilling into those product groups. This causes all products within that group to be added at… Show more

2 comments · 1 month ago

200  Points
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Docusign for Salesforce CPQ: Support SSO authentication for Docusign

"Docusign for Salesforce CPQ" does not support SSO authentication with Docusign. "Docusign for Salesforce" does. Please can you build this feature into the Salesforce CPQ package.

5 comments · 6 months ago

290  Points
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Disable proration for subscription products

Many customers want to have subscription products for contracts and renewals but do not want the price to be prorated based on term. We should create a product object checkbox to "Ignore proration". We should have out of the box… Show more

3 comments · 2 years ago

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