CPQ for Salesforce Integration: Complex Quoting Made Easy

Our CPQ for Salesforce integration provides sales teams with CPQ tools to quote complex products and services at scale, directly from the Salesforce CRM.  

XaitCPQ is made to excel in scenarios involving complexity, customization, and specialized pricing rules, offering more depth, flexibility, and scalability for your sales processes, without the system slowing down.

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Seamless Salesforce CPQ Integration

Our CPQ software is fully integrated with Salesforce CRM, enabling your sales reps to manage the entire configure-price-quote (CPQ) process directly within Salesforce. Say goodbye to switching between applications and eliminate errors from manual data entry—experience simplified workflows designed to accelerate your sales cycle and help your team close more deals.

  • Quickly configure complex products using hierarchical price books based on customer-specific data, projects, or regional requirements.

  • Ensure accurate pricing with date-driven and risk-adjusted pricing models.

  • Embed relevant documents, approvals, and sales workflows directly into your quotes.

  • Automate proposal creation using built-in templates, branding, and structured layouts


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Accelerate Quoting with Complex Pricing Through Guided Selling

XaitCPQ simplifies even the most complex pricing and quoting tasks, empowering your sales reps to deliver quotes quickly and accurately directly within Salesforce CRM. Leveraging intuitive, rules-based guided selling workflows, you can significantly reduce manual errors, shorten review cycles, and speed up your entire sales process.

  • Easily configure sophisticated product bundles and services based on customer requirements.
  • Ensure compliance and accuracy through automated pricing rules.
  • Generate consistent and error-free quotes regardless of complexity.
  • Automate expert approvals and seamless hand-offs between team members.

With XaitCPQ’s robust CPQ tools for Salesforce, your team can produce precise and compelling customer quotes, cutting quote creation time by up to 70% and improving bid response rates by as much as 65%.

“Above all else, XaitCPQ’s seamless integration with Salesforce was of greatest value to our team. It saves time and makes life easier for us.” – Dawn Hunt, Hagie.

Xait is trusted by some of the biggest and best companies in the world

Real-Time Insights

XaitCPQ's integration with Salesforce CRM provides your sales team and leadership with complete visibility into the quoting pipeline, enabling more accurate forecasting, improved pricing strategies, and better margin management.

  • Monitor opportunity and quote status directly within Salesforce.
  • Understand precisely what your sales reps and partners are quoting, including pricing details and timelines.
  • Prioritize and direct your team's efforts effectively toward high-value opportunities.

Whether managing high-volume quotes or navigating intricate, enterprise-level deals, XaitCPQ supports transparent, scalable sales processes fully integrated with Salesforce.

Flexible Proposal Formats Within Salesforce

Create engaging, tailored proposals directly from Salesforce CRM, perfectly matching customer preferences and needs:

  • Generate professionally branded PDF quotes with ease.
  • Provide interactive, mobile-friendly web-quotes for quick customer review and approval.
  • Leverage seamless integration with XaitPorter to create consistent, error-free proposals whether starting from XaitPorter or XaitCPQ.

With XaitCPQ, deliver high-quality proposals faster, directly within your familiar CRM environment.

Seamless Collaboration Across Teams

XaitCPQ extends quoting capabilities beyond standard Salesforce CRM users, enabling broader participation across your organization and partners:

  • Facilitate collaboration with external suppliers and channel partners.
  • Allow internal stakeholders to effortlessly review and edit quotes.
  • Provide self-service options for quote adjustments and order placements.

This enhanced flexibility streamlines your sales processes, accelerates decision-making, and shortens your overall sales cycle.

From High-Volume Quoting Environments to Complex Deals

XaitCPQ supports a wide range of sales scenarios from high volume quoting to complex quotes with advanced price combinations:

  • Complex product configurations and high-volume quoting environments
  • Aftermarket and service contracts
  • Multi-market localization and compliance

As your business growns, XaitCPQ scales with you. Grow without constraint while your quote and order process remains flawless.

Customer story: Penlon

Learn how XaitCPQ helped Penlon and their sales team become more self-sufficient and perform at their best, significantly reducing time to quote.

Why Choose XaitCPQ's Salesforce Integration?

With XaitCPQ, your team gets a powerful CPQ solution for Salesforce that delivers consistent, accurate pricing and output every time. From product catalog management to automated workflows and governance, XaitCPQ simplifies the most complex quoting challenges.

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70
%

Faster quote production

50
%

Faster pricing of services

24
+

Years
in business
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Become easier to buy from with CPQ Software

Trusted by leading manufacturers and factories around the world, from custom boiler systems and bespoke roofing to industrial control instruments and rail and marine equipment and machinery.

Customer stories

Smiling worker at Fabtek

“XaitCPQ has reduced our time to quote by up to 50%”

This significant improvement has enabled us to spend more time improving the customer experience and increasing customer satisfaction.

Mike Chesnutt

President at Fabtek

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Tony Serratore, Penlon

“It makes our sales team 24/7 operational. They can create a quote anytime, in any place, on any device”

With XaitCPQ (...) it kind of makes our sales team 24/7 operational, really. They can create a quote anytime, in any place, on any device”

Tony Serratore

Head of IT at Penlon

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“XaitCPQ integrates seamlessly with our business applications. It makes all our systems very easy to administer by providing one intuitive interface.””

Eurotherm makes extensive use of XaitCPQ to enhance the partner management process.

Kim Piears

product engineering at Eurotherm

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