Table of Contents

Large Quotes In CPQ

Purpose

The purpose of this article is to provide an overview of how to create a large CPQ quote with more than 400 products or quote lines in Salesforce.

Intended Audience

  • Customer Service Managers (CSRs)
  • Account Executives (AEs)

Notes

  • The User should be logged into Salesforce prior to performing this process.
  • The Salesforce Lightning Extension has been added to the user’s Chrome browser.
  • The Google Chrome browser must be used.

How To Create A Large Quote In CPQ

Large Quote CPQ Process

CPQ has a limitation of producing quotes with more than 400 total product licenses (quote lines) in a single quote document.

New sales and renewal quotes produced for accounts that have more than 400 quote lines will need to be separated into different opportunities and quote documents. Each quote will have 400 or less total products / quote lines.

Follow the steps below to configure a Large Quote in CPQ:

  1. Talk w/ Accounting prior to structuring a new large quote. This will ensure an efficient invoicing and license provisioning experience for the customer.
    An opportunity can only have one Primary Quote, so each quote will require its own opportunity record
  2. Rather than offering a large number of a' la cart product selections, consider quoting the customer a bundled product solution. This will significantly reduce the quote's product count and could potentially be a better value for the prospect or customer
    1. If applicable, remember to include any new add-on or upsell products to the License Count total as part of the 400 product/quote line limit
  3. When splitting the quote into separate quote documents, logically separate the individual quotes by grade level. Remember, each quote will need its own opportunity record
    1. Start with Elementary Schools. Middle Schools and High Schools can follow
    2. Each school in the quote must have its own quote group where the school is selected as the End User.
    3. If Middle School and High School total quote lines are less than 400, consolidate them both together into a single Middle School / High School quote. If not, also prepare separate Middle School and High School quote documents
  4. In the Quote Line Editor, remember that you can use the Groups bar (left side) to more easily navigate and re-arrange quote groups/schools in the quote document

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