Truity CPQ sell sheet. Two pages, US Letter. Use Print → Save as PDF, with background graphics enabled, to produce the distributable file.

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Quote faster.
Then let customers quote themselves.

Configure, price and quote: built natively on Salesforce, implemented by our team.

The problem

Quoting is where deals slow down. Reps rebuild old quotes from memory, chase the current price list, and wait on approvals. Prospects who arrive ready to buy fill in a contact form and wait for a callback. Every hour in that gap is an hour a competitor can use.

What Truity CPQ does

It puts configuration, pricing and quoting inside the system your customer data already lives in, and opens the same engine to your customers online.

For your sales team
  • Guided configuration. Rules decide what is valid, so a rep cannot quote something you do not sell.
  • Pricing already applied. Volume breaks, contracted rates, bundles and term pricing calculate as the quote is built.
  • Approvals that route themselves. Discounts go to the right approver with the reason attached; in-policy quotes go straight out.
  • Branded quote documents. Consistent, current, one click, every rep.
  • Renew and amend in place. No rebuilding last year's quote.
For your customers: self-service quoting through Experience Cloud

The same configurator your reps use can be published as a customer-facing storefront. A visitor configures what they want, sees a real price, and submits a quote at any hour. It arrives in Salesforce as a proper quote record, attached to an account and visible in the pipeline: an opportunity nobody had to chase.

Real prices, not "contact us"

Published pricing and volume breaks apply live. Signed-in accounts see their own negotiated terms.

Reorder without a phone call

Existing customers pull up what they bought before and quote it again themselves.

You set the guardrails

Thresholds decide what completes on its own and what routes to a rep first.

Two front doors, one catalogue. Rep-built and customer-built quotes draw on the same products, rules and prices, so opening self-service does not mean maintaining a second version of your business.

Truity Cloud Solutions · Strategic Business Intelligence truitycloudsolutions.com
How a quote moves

Sales-led

  1. 1Rep starts a quote from the opportunity.
  2. 2Products and options chosen against live rules; price updates as they go.
  3. 3Approvals route automatically where policy requires them.
  4. 4Branded quote sent the same day it was asked for.
  5. 5Acceptance becomes an order: no line items re-typed.

Customer self-service

  1. 1Visitor lands on your Experience Cloud store.
  2. 2They configure using the rules you publish.
  3. 3Live pricing shows what it actually costs.
  4. 4They submit: it becomes a Salesforce quote record.
  5. 5It completes on its own or routes to a rep, per your thresholds.
Why building it native to Salesforce matters

One catalogue, one price book

Change a price once; every quote reflects it immediately, through either front door.

Your existing security model

Profiles, permission sets and sharing rules already govern access. Nothing new to maintain.

Reporting your team already knows

Quote volume, discount patterns, win rates and self-service conversion are standard reports and dashboards.

A path to the rest of the library

Truity Logistics, ERP, Finance, HR, Project Management and Time Tracking build on the same records CPQ creates.

Implementation

Built and implemented by the same team. The people configuring your org are the people who build the product, so they know it first-hand.

A CPQ engagement typically covers your product catalogue and configuration rules, pricing and approval policy, quote templates, the Experience Cloud storefront where you want one, and training for daily users.

Bring these to the first conversation
  • How long a quote takes today, from request to send.
  • How many quotes never get sent because they were not worth the effort.
  • What share of your catalogue a customer could safely configure alone.
  • Where quote data gets re-keyed into another system.

Book a walkthrough on your own products. Send two or three of your real products with their pricing rules and we will build them into the demo, so you are watching your business get quoted rather than a sample catalogue.

info@truitycloud.com · truitycloudsolutions.com/cpq