We implement Salesforce CPQ: your products and bundles, price books, the rules that set prices and discounts, approvals for anything outside them, and quote documents your customers can sign.
900+ integrations completed · Salesforce partner · We sign BAAs
How a quote moves
The rep picks products and options, and rules keep the combination valid
Price books, price rules and discount schedules set the price
Discounts or terms outside the rules go to the right approver
A branded quote document is generated and sent from the opportunity
CPQ stands for configure, price, quote. Salesforce CPQ runs inside your org, on the opportunity, so the quote and the deal stay on the same record.
Discovery carries the weight here. We write down every product you sell, how they combine, how you price them, which discounts reps can give, who approves the rest, and what your quote document needs to say. Pricing logic that lives in a spreadsheet or in one person's head gets written down here.
Then we build in a sandbox: the product catalog and bundles, product rules that block invalid combinations, price books, price rules and discount schedules, approval chains, and quote templates. Contracts and renewals are set up if you sell subscriptions.
Before go-live we test real quotes from your past deals against the new setup, so the numbers match. Then your reps are trained on building quotes, and we stay on as your pricing changes.
What's included
Products, product families and fields set up, with your catalog loaded and checked.
Bundles with required and optional products, and product rules that block combinations you do not sell.
Price books for each market, currency or channel you sell through.
Volume and term discounts, and prices that change based on what else is on the quote.
Discounts and terms outside your rules sent to the right approver, with the reason on the quote.
Quote templates with your branding, terms and line items, generated from Salesforce.
Subscription products, contracts, amendments and renewals set up where you sell them.
The primary quote kept in step with the opportunity, so pipeline reports show the quoted amount.
Quote documents sent for signature from the record, through your signature tool.
Dashboards on quotes sent, approval status, discounts given and products sold.
Reps and approvers trained with written steps, and support as your pricing changes.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. Bring your product list and how you price it, and we show you how CPQ would handle it.
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How it works
Your products, your pricing and how quotes are built and approved today.
Priced by project, not by the hour. You approve the scope before we start.
Catalog, rules, approvals and templates built, then tested against real past quotes.
Deployed to production, reps trained, and support as your pricing changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Configure, price, quote: a Salesforce product that guides reps through picking products, sets the price from your rules, routes exceptions for approval and generates the quote document.
Your product list, how products combine, your price lists, the discounts reps can give and who approves the rest. We help you write this down in discovery if it is not written down yet.
Yes. Subscription products, contracts, amendments and renewals are part of Salesforce CPQ, and we set them up where you sell that way.
Standard quotes and quote templates cover simple price lists. CPQ is for bundles, pricing rules, discount schedules and approvals. On the free call we look at your pricing and tell you which fits.
Yes. We review the products, rules and templates, document how they work, fix what is wrong and build from there.
Yes. We work out which edition and add-ons your team needs, and we work with Salesforce reps directly to get you the best price we can.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
