Salesforce CPQ Integration

Configure One provides seamless CPQ integration for Salesforce. Leverage the power of Configure One configuration, quote, and pricing features for Salesforce CRM. Our integration ties directly into the Salesforce interface for opportunities and Salesforce customer data is sent to Configure One to automatically populate quote data.

Complete Salesforce CPQ Solution

Configure One’s entire configure-price-quote workflow can be accessed from Salesforce. Start a Configure One quote directly from an opportunity in Salesforce and create fully priced product configurations from the quoting interface.

Seamless Salesforce Quoting

Create quotes using Configure One’s expansive quotes and pricing features to generate proposal documents. Any data entered for a quote in Configure One synchronizes to update the opportunity in Salesforce.

Product Configuration

Configured products are sent to Salesforce and added as revenue items on an opportunity. Any unique items created for the configuration are also sent to Salesforce for future use.

Salesforce Customer Dataflows

No need for dual-entry; customer data is automatically imported to Configure One from Salesforce and used to populate quotes. Customer data is always kept in sync, so Configure One will always use the most up to date information from Salesforce.

Compatibility

Configure One’s integration utilizes the Salesforce Lightning Experience and supports the following Salesforce versions:

• Salesforce Professional Edition (Products feature enabled)
• Salesforce Enterprise Edition
• Salesforce Unlimited Edition