Salesforce CPQ
Quick Start Packages
Standard Package
Scope
- 1 currency
- 1 price book
- 1 output document in English
- Standard CPQ Quote document output
- Not to exceed 5 pages
- Product data-load
- Up to 100 products
- Up to 5 bundles
- Up to 5 price rules
- Up to 5 product rules
- Up to 5 discount schedules
- Up to 10 custom fields – Limited to:
- Product object
- Quote lines object
- Quote object
- Enable contracts and orders
- Up to 2 user profiles
- Manager and Sales
- Migration
- Synthesis Systems is responsible to deploy what they’ve built to production
- Up to 2-weeks of engagement
Assumptions
- Client has cleansed their data ahead of time
- Accounts
- Products
- Pricelists
- Refreshed copy of Sandbox to work in
- Requirements shared with Synthesis Systems prior to project kickoff
- SME is capable and available to work with a Synthesis Systems Architect
- Training will be conducted by the client
- Up to a 2-hour knowledge transfer session
Out of Scope
- No custom objects
- No integrations
- No renewals and amendments
- No translations
- No MDQ
- No data cleansing
- No automation
- No approvals flow
- No workflows
Advanced Package
Scope
- 1 currency
- 1 price book
- 1 output document in English
- Standard CPQ quote document output
- Not to exceed 5 pages
- Product data-load
- Up to 200 products
- Up to 5 bundles
- Up to 10 price rules
- Up to 10 product rules
- Up to 5 discount schedules
- Enable contracts and orders
- Up to 15 custom fields – limited to:
- Product object
- Quote lines object
- Quote object
- Up to 2 user profiles
- Manager and Sales
- Migration
- Synthesis Systems is responsible to deploy what they’ve built to production
- Up to 4-weeks of engagement
Assumptions
- The client has cleansed their data ahead of time
- Accounts
- Product
- Pricelists
- Refreshed copy of Sandbox to work in
- Requirements shared with Synthesis Systems prior to project kickoff
- SME is capable and available to work with a Synthesis Systems architect
- Training will be conducted by the client
- Up to a 6-hour knowledge transfer session
Out of Scope
- No custom objects
- No integrations
- No translations
- No Renewals and Amendments
- No translations
- No MDQ
- No data cleansing
- No automation
- No approvals flow
- No workflows
Deluxe Package
Scope
- 1 currency
- 1 price book
- 1 output document in English
- Standard CPQ quote document output
- Not to exceed 5 pages
- Product data-load
- Up to 350 products
- Up to 5 bundles
- Up to 10 price rules
- Up to 10 product rules
- Up to 5 discount schedules
- Up to 15 custom fields – limited to:
- Product object
- Quote lines object
- Quote object
- Enable contracts and orders
- Automation
- Up to 5 workflow rules
- Auto-renewals will be configured
- 1 custom object (lookup table)
- Up to 5 custom fields
- Up to 3 user profiles
- Admin, Manager, and Sales
- Migration
- Synthesis Systems is responsible to deploy what they’ve built to production
- Up to 6 weeks of engagement
Assumptions
- The client has cleansed their data ahead of time
- Accounts
- Products
- Pricelists
- Refreshed copy of sandbox to work in
- Requirements shared with Synthesis Systems prior to project kickoff
- SME is capable and available to work with a Synthesis Systems architect
- Training will be conducted by the client
- Up to a 6-hr knowledge transfer session
Out of Scope
- No integrations
- No translations
- No MDQ
- No data cleansing
- No approvals flow
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