Configuration of SalesReady Quote (CPQ) Features

Adding Products

1. Navigate to Products:

   • Open the app list and select the app titled “Products”

2. Add a Product:

   • Click the “New” button in the top right corner

   • If this is the first product you’re adding, choose a price book for the opportunity

3. Enter Quantity and Details:

   • For each product you can:

     • Enter a product name

     • Enter a product code

     • Define the product’s unit of measure

     • Add a product description

4. Save Changes:

   • Save your changes to add the selected products to the opportunity

Adding Prices to Products

1. Select the product you want to add a price to by clicking on the “Product Name”

2. Navigate to the “Related” tab in the product window

3. Click “Add Standard Price”

4. Enter the standard price of the product in the “List Price” field and press the save button

5. To add the priced product to a price book other than the standard price book, navigate back to the “Related” tab in the product window and click “Add to Price Book”

6. Select the pricebook you want to add to using the “Price Book” drop down and select the currency you want to use using the “Currency” drop down. Press “Next” to add the to the price book.

Creating Bundles

1. Open the “SalesReady Configuration” app

2. Open the “Bundles” tab

3. Create a new bundle by entering a bundle name and clicking the “Create New” button

   • Give the bundle a name in the “Bundle Name” field

   • Press “Create Bundle”

5. Add products to the bundle

   1. Open the drop down by clicking the gray down arrow

   2. Press the gray plus icon

   3. Use the product search to find products and add them by pressing the blue plus next to the product you wish to add

   4. Press “Apply Products” to add the selected products to the bundle