Quote to cash, without the manual handoffs.
We connect Salesforce and Zuora so your team configures, prices and quotes in one flow — and every accepted quote becomes a clean subscription. Fewer errors, faster deals, no re-keying between systems.
From first quote to clean subscription.
A quoting experience your reps can actually use, wired directly into billing so nothing gets re-typed.
Guided quoting
Bundles, product rules and guided selling so reps build correct quotes without needing to know how billing works underneath.
Pricing & discounting
Price books, discount logic and margin guardrails that keep deals competitive without quietly giving away the business.
Approvals & guardrails
Approval flows for discounts, non-standard terms and exceptions — routed to the right person, with a clear audit trail.
Quote-to-order
Accepted quotes convert straight into Zuora subscriptions — no manual re-entry, no mismatch between what was sold and what gets billed.
Amendments & renewals
Upgrades, add-ons, co-terming and renewals handled in the same flow, so growing an account isn't a fresh project each time.
Salesforce ↔ Zuora sync
A clean, reconciled connection between CRM and billing, so both sides tell the same story to sales and finance.
From sales motion to a tool reps trust.
Five steps, built around how your team actually sells — not a generic template.
Map your sales motion
How you package, price and approve deals today.
Design the quote model
Bundles, rules and pricing structured for clarity.
Build & price
Guided selling, discounting and approval logic.
Wire into Zuora
Quote-to-order so accepted quotes become subscriptions.
Test & roll out
Prove it on real deals, then onboard your reps.
Faster quotes, cleaner deals.
- Reps quote faster, with fewer mistakes
- Discounts that stay within policy
- Quotes that flow straight into billing
- Renewals and amendments made simple
- One source of truth across CRM and billing
- Cleaner data for finance and forecasting
Common questions
Do we need Zuora Billing too?
Salesforce/Zuora CPQ delivers the most when it's paired with Zuora Billing, because the quote flows straight into the subscription. But we can also integrate with an existing billing setup — we'll advise on the right scope for where you are.
Can you fix a messy existing Salesforce/Zuora CPQ?
Yes. We untangle overgrown product rules, pricing and approval flows — and reconcile the CRM-to-billing sync — without halting your sales team mid-quarter.
Salesforce CPQ or Zuora CPQ — which is right?
It depends on your stack and where your quote logic should live. We'll look at what you already run and recommend the option that's simplest to maintain, rather than the one that's most work for us.