SAP®, SAE CPQ & Salesforce: a perfect match - Step II: Change quote
SAP® & SAE CPQ & Salesforce – This video shows how perfectly our SAE CPQ communicates and works with Salesforce and SAP®.
The process from creating a Salesforce opportunity to the quote creation is 100% consistent. Convince yourself of this seamless, easy, fast and flexible way to connect Salesforce and our SAE CPQ and Configure, Price and Quote even the most complex products in just a few minutes. A great usability and technical feasibility are of course guaranteed – as well as very happy customers. 😊
This video shows the process by the example of robot.
Step II (of III): Change quote
This video shows the process of a quote amendment. The quote for a robot needs to be changed because the customer has decided for another variant of the robot pick-up device etc. and would like to know the pricing difference.
Starting point is the Salesforce opportunity and the quotation for the robot. By changing to SAE CPQ the changes in the configuration are now being made and reflected in the pricing procedure. After a discount is given the new quote reflecting the amendments is being issued in pdf format.
Finally, the quote is being transmitted back to Salesforce. The original version as well as the amended version of the quote are now being available in the Salesforce opportunity including the new version of the printout document.