Salesforce CPQ Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email for more information.

Project Kickoff and Business Process Reviews

Cloud Creations will conduct five strategy sessions

Create Catalog Structure and Products

We’ll create your product catalog and price lists, and up to 500 product codes

Sales and Approval Workflow

We’ll configure your primary attributes, sales workflow, up to 10 discounting rules, and up to 3 approval processes

Salesforce Integration

We’ll configure CPQ to integrate with your new or existing Salesforce org for record reciprocity.

Guided Selling Setup

We’ll set up guided selling to ensure any upsell or cross-sell opportunities are not missed during the quoting process.

Document Generation

We’ll create up to 3 templates for quote or document generation, including quotes, contracts, terms and conditions, or specification documents.


We’ll perform one, one-hour training session to ensure all sales and management users are able to generate quotes and perform basic modifications.

Ready to get started? We can help.