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VISION PRODUCT SELECTOR
RAPID SEARCH & ADD
Search with Autocomplete
Dual Search Formats (SOSL/SOQL)
1-Click to Add Line Item
Advanced Search with Product Cards
1-Click Quantities on Product Cards
User Favourite Product Cards
FAST LINE-ITEM INTERACTION
Native High Precision (8 decimal places)
Default Quantity by Product
Drag & Drop Sort Order
Easy Bulk Delete Line Items
Rapid Pricebook/Currency Switcher
Line Item Recreation On Pricebook Change
Cross-Object Custom Field Support
Smart Line Item Collapsing
INTUITIVE REAL-TIME DISPLAY
Live Visibility of Price/Discount Changes
Instant Line-Item Summary Totals
In-App Sales Guidance Notifications
Checkbox Read-Only Mode
Quick Opportunity & Related Quotes Navigation
Opportunity/Quote Sync Alert
Unsaved Changes Banner
100% SALESFORCE NATIVE
High Use of Standard Fields & Objects
Apex Trigger & Flow Friendly
Sales Price & Discount Permission Controls
In-App Validation Rule Alert Banners
Translation Workbench Support
Simple Quote Launch & PDF Template
Email Quote Templates
BONUS: Approval & Floor Fields & Display
Improve efficiency and user adoption with Vision Product Selector
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CPQ FEATURES
CPQ FOR SIMPLE GUIDED SELLING
Simple Product Configurator
Optional Line Items
Target Total Amount
Guided Product Bundles (Add-ons)
Up-sell, Cross-sell & Down-sell
Greener Selling
Show Product Compatibility
Advanced Line Item Price Analysis
Allowed Quantities per Product
Product Location Filters
CPQ FOR SALESFORCE PRODUCTS
Product Data Translations
Advanced Line Item Approvals
Volume Pricing & Discounts
Quantity Price Breaks
Fixed Bundles / Gift Packs
Dimensional Quantities
Percentage Pricing
Dated List Price Adjustments
Time-Limited Availability
Time-Limited Discounts
Quantity Rates & Multipliers
Management Discount Products
Exclude Products From Search
CPQ FOR SALESFORCE ACCOUNTS
Contracted Pricing
Pricing Partner Accounts
Segmented Account Pricing
Account-Specific Products
Dynamic Account Price List
Account Discounts
Account Pricebook
CPQ FOR FINANCE
Cost-based pricing (Markup & Margin)
Finance Schedules
Price Locks
Profit Calculator
Segmented Pricing Controls
SUBSCRIPTION MANAGEMENT
Simple Subscriptions
Subscription Renewals
Billing Journals
DEMO
PRICING
SUPPORT
Support Articles
Extension Packages
Release Notes
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Vision Product Selector
Rapid Search & Add
Fast Line-Item Interaction
Intuitive Real-Time Display
100% Salesforce Native
CPQ Features
Guided Product Bundles (Add-ons)
Simple Product Configurator
Up-sell / Down-sell Products
Cross-sell / Product Swaps
Greener Selling
Show Product Compatibility
Target Discounted Total
Advanced Line Item Price Analysis
Allowed Quantities per Product
Product Location Filter
Fixed Product Bundles
Volume Pricing And Discounts
Quantity Price Breaks
Percentage Pricing
Time-Limited Availability
Time-Limited Discounts
Dated List Price Adjustments
Dimensional Quantities
Quantity Rates & Multipliers
Product Data Translations
Management Discount Products
Exclude Products From Search
Contracted Pricing
Account-Specific Products
Account Pricebook
Account Discounts
Dynamic Account Price List
Pricing Partners
Segmented Account Pricing
Cost-based pricing (Markup & Margin)
Finance Schedules
Price Locks
Profit Calculator
Segmented Pricing Controls
Simple Subscriptions
Subscription Renewals
Billing Journals
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Vision Product Selector
CPQ for Salesforce Products
CPQ for Simple Guided Selling
CPQ for Salesforce Accounts
CPQ for Finance
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