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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