Self-service configuration
Visitors work through the same product rules your reps do. They cannot build something you cannot deliver.
Truity CPQ · Available now
Get more quotes out the door. Then let customers write their own.
Truity CPQ is configure, price and quote built natively on Salesforce. Your sales team quotes in minutes instead of spreadsheets, and through Experience Cloud, the people visiting your site can build and submit a quote themselves, without waiting for anyone to call them back.
One catalogue, two front doors. Reps and customers configure from the same products, the same rules and the same prices. Whichever door a quote comes through, it lands as a real record in Salesforce.
- Quotes your reps build in Salesforce
- Quotes customers build themselves in your Experience Cloud store
- The overlap: one catalogue, one set of rules, one quote record.
For your sales team
Quoting stops being the slow part of the deal.
Most reps do not lose time selling. They lose it hunting for the current price list, rebuilding last quarter's quote, and waiting on someone to approve a discount. Truity CPQ removes each of those steps in turn.
- Guided configuration. Reps pick what the customer needs and the rules decide what is valid, what is required and what cannot go together, so a quote cannot be sent with a combination you do not sell.
- Pricing that is already decided. Volume breaks, contracted rates, bundles and term-based pricing calculate as the quote is built, not after someone checks it.
- Approvals that move. Discounts route to the right approver automatically, with the reason attached. Anything inside policy never needs an approval at all.
- Branded documents in one click. The quote PDF comes out formatted, current and consistent, every time, from every rep.
- Renewals and changes without starting over. Amend or renew from the existing quote instead of rebuilding it from memory.
What changes on Monday
- 1A rep opens the opportunity and starts a quote: no new tab, no spreadsheet template.
- 2Products and options are chosen against live rules; price updates as they go.
- 3Anything needing approval routes itself; everything else is ready to send.
- 4The customer gets a clean, branded quote the same day they asked for it.
- 5Accepted quotes become orders without anyone re-typing a line item.
For your customers
An online store where visitors build their own quote.
Truity CPQ extends into Experience Cloud, so the configurator your reps use can be published as a customer-facing storefront. Someone lands on your site at 11pm, configures what they want, sees a real price, and submits a quote. Your team wakes up to a qualified opportunity nobody had to chase.
Real prices, not "contact us"
Published pricing, volume breaks and customer-specific rates apply live. Logged-in accounts see their own negotiated terms.
Quotes that arrive as records
A self-service quote is a Salesforce quote: attached to an account, visible in the pipeline, ready for a rep to pick up or approve.
Reorder and renew
Existing customers sign in, pull up what they bought before, and quote it again without calling anyone.
Your brand, your rules
The storefront is styled to your identity, with the products, regions and terms you choose to expose publicly.
Sales stays in the loop
Thresholds you set decide what completes on its own and what routes to a rep before it goes anywhere.
Why native matters
No integration to babysit, because there is nothing to integrate.
One catalogue, one price book
Products, options and pricing live in Salesforce. Change a price once and every quote - rep-built or self-service: reflects it immediately.
Your existing security model
Profiles, permission sets and sharing rules already govern who sees what. Truity CPQ inherits them rather than introducing a second set to maintain.
Reporting you already know
Quote volume, discount patterns, win rates and self-service conversion are standard Salesforce reports and dashboards.
A clean path to the rest of the library
When Truity Logistics, ERP or Finance go live, they read the same orders CPQ created. Nothing to re-map.
How you get it
Built and implemented by the same team.
The team that configures your org is the team that builds the product, so they know the data model, the extension points and the upgrade path first-hand.
A typical CPQ engagement covers your product catalogue and rules, quote templates, approval policy, the Experience Cloud storefront if you want one, and training for the people using it daily.
Talk to our teamGood questions to bring
- How long does a quote take you today, from request to send?
- How many quotes never get sent because they were not worth the effort?
- What percentage of your catalogue could a customer safely configure alone?
- Where does quote data get re-keyed into another system?
Book a walkthrough
See Truity CPQ quote one of your own products.
Send us two or three products with their real pricing rules. We will build them into a walkthrough so you are watching your business get quoted, not a demo catalogue.