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FinancialForce CPQ Advanced Quoting Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Product is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with a wide range of small to large businesses around the world.

Select Customers

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About CPQ Advanced Quoting

FinancialForce CPQ Advanced Quoting CPQ Advanced Quoting is a CPQ software solution that empowers sales teams to more quickly and effectively configure, price and quote goods and services to prospects and customers. CPQ Advanced Quoting offers flexible pricing structures, better views into upsell capabilities and the ability to better manage margin, simplifying the entire quoting process.

About the Company

FinancialForce was founded in 2009 and is headquartered in San Francisco, California.


CPQ Advanced Quoting Key Features

  • Manage product options with rule based configuration
  • Create categories and group quote lines
  • Handle complex quotes with 1000s of lines with ease
  • Get visibility to actual margin at line, group or opportunity level
  • Get flexible pricing features sensitive to: customer, date, quantity, promotion and condition
  • Use electronic workflows and approvals to support your company’s pricing policies
  • Avoid inventory overcommitment with real-time views into inventory availability
  • Suggest upsell opportunities based on product relationships
  • Quote recurring and nonrecurring fees for goods and services


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