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appero quote
CPQ light,
All about the different ways to create quotes quickly and easily directly in Salesforce with the CPQ software appero quote.
TABLE OF CONTENTS
appero quote - Key Features
- Less effort per offer and shorter offer cycle
- Visually appealing and consistent in terms of content and legal requirements
- Automated data for meaningful real-time reporting
- High ease of use and intuitive user interface
appero quote: The CPQ software for complex quotes in Salesforce
Are you looking for CPQ software that allows you to prepare detailed and complex quotes directly in Salesforce? The Salesforce app appero quote CPQ light is designed to support the most intricate requirements: With our CPQ software, you can produce professional and complete price quote documents within your opportunity records in a few easy steps.
Advantages of appero quote:
- Increased productivity via automation and accelerating the quoting cycle
- Flexibility to follow your brand design and compliance requirements
- Capture your data for insightful real-time reporting
- User-friendly experience with an intuitive user interface


Extensive calculation options and discount models.
Extensive calculation options and discount models.
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Visually appealing offers with product and image pictures and a clear structure in your CI
Visually appealing offers with product and image pictures and a clear structure in your CI
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As a native Salesforce app, appero quote fully utilizes the advantages and security of the platform.
As a native Salesforce app, appero quote fully utilizes the advantages and security of the platform.
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Our affordable license prices.
Our affordable license prices.
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All the advantages of appero quote in 60 seconds.
All the advantages of appero quote in 60 seconds.
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Easy one-click installation of appero quote directly from the Salesforce AppExchange.
Easy one-click installation of appero quote directly from the Salesforce AppExchange.
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These customers benefit from our solution.
These customers benefit from our solution.

Questions and answers
Questions and answers
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experience appero quote live
experience appero quote live
MoreQuick and easy quotation preparation
With the appero quote CPQ software, quotes can be created conveniently and easily directly at the opportunity. The sales department can easily configure products for the respective customer using product properties and the matching accessory products - making unnecessary duplicates and double data storage a thing of the past.

Price calculation in Salesforce
You can also easily create quotations with sophisticated calculations. The appero quote tool supports graduated prices, surcharges and discounts as well as price dependencies. Discounts at item and total level provide the sales team with the necessary scope for negotiation if required, while lower price limits provide guidance and ensure profitability in conjunction with approval processes. Multi-level sales structures can also be mapped.
Offer document
In the Lightning Editor, you can structure quotations sensibly and design them attractively. Templates, modules and variables ensure the consistency of your quotations without restricting sales staff too much. A professional external presentation increases the probability of closing a deal and shortens the sales cycle.
Sample offer
This is a small insight into how appero quote - CPQ light can be used to customize a quote within Salesforce to your own needs and requirements in a visually appealing way.
Of course with all the advantages that the products, prices and discounts come directly from the Salesforce objects - and the result is of course also written back so that opportunities and the forecast are correct.
As a native Salesforce app, appero quote CPQ light is guaranteed to be certified by Salesforce in a security audit - and the data remains 100% in the secure Salesforce environment.
Never before has it been possible to implement the quotation process and quotation management so flexibly for Salesforce quote.
Almost every conceivable customization is possible, e.g. with regard to images, graphics, subtotals or product groups - try it out!

appero quote - CPQ light
As a native Salesforce app, the CPQ solution appero quote always keeps the data of your quotation process on the secure Salesforce platform.
Salesforce AppExchange Reviews
What our customers say about appero quote in Salesforce:
"We have been using appero quote for more than 6 years now and are very satisfied with the simple and user-friendly operation.
Quotations can be prepared very quickly and easily.
We also successfully implemented the switch to appero quote Lightning together with the appero team.
Praise also goes to the appero support team. They were always available to answer our questions about company-specific settings and adjustments."

"The product has been running for several years now and is used by 8 users/sellers. We have a total of over 600 products in the price list and are very enthusiastic about the speed, the discount options in the offer (easily customizable), as well as the usability.
From our side, we would recommend the product at any time, as the price/performance ratio as a "small company" is also right."

"We decided on appero quote mainly because of the simplicity of the offer preparation and are more than satisfied.
The project was implemented quickly and ran smoothly. We are thrilled with how quickly it is now possible to create attractive offers and are happy about our attractive design.
Clear recommendation on our part."

"We are very satisfied with the quotation tool, we can create a wide variety of quotation types in a short space of time.
Working with the support team has also gone smoothly so far.
We can therefore recommend the application without reservation."

"appero quote is a valuable and efficient quotation tool for us. The tool is very intuitive to use and our sales department can quickly create high-quality and CI-compliant quotations thanks to its simple and flexible operation.
Templates and modules can be created and adapted in HTML/CSS without specialist knowledge.
Especially the support from our partner factory42 is very friendly, customer- and solution-oriented.
For us, appero quote is an absolute recommendation!"

"The solution is 100% integrated into the system and minor updates can be resolved quickly.
Good support and fast processing."

"We are happy to have chosen appero. It works smoothly and support is always available for questions or minor problems.
Big praise to the whole team!"



"For us, appero quote is the best Salesforce quotation tool in terms of user-friendliness and flexibility. The ability to use quote templates speeds up the creation of quotes.
The support team is very friendly and customer-oriented.
Highly recommended!"

“Als Salesforce Implementierungspartner haben wir in den letzten Jahren diverse Quoting Tools in Kundenprojekten eingeführt. Appero quote ist die mit Abstand beste Lösung in Hinblick auf Usability, Flexibilität und Zuverlässigkeit.
In Hinblick auf das Kosten-Nutzen-Verhältnis ist es zudem die beste Alternative für Kunden, die sich Steelbrick/CPQ nicht leisten wollen oder schlicht keine derart komplexe Lösung benötigen.
Hervorzuheben ist außerdem das sehr engagierte, gut erreichbare und lösungsorientierte Team von appero. So haben wir appero quote sehr zu schätzen gelernt und setzen die App regelmäßig bei unseren Projekten ein.”

“Our fast growing company is selling both services and products. These products are also often sold in packages.
The people from appero did a wonderful job in providing a Salesforce based quotation module, that enables to do all we need. From offering default pre configured its and products, including shipping costs per product per destination.
And this all in the easy to use appero platform.”
Prices appero quote - CPQ light
The appero quote licenses are additional licenses for the Salesforce CRM licenses that must be purchased directly from Salesforce (Sales Cloud / Service Cloud). At least the Salesforce Professional Edition is required.
appero quote
free trial
€ 0,- / for 1 month
appero quote
CPQ light
€ 33,- / month
appero quote support plans
We help you to get the most out of your quotation process and quotation management.
Simply select the right support package for you:
Standard
5% of the license pricePremium
25% of the license priceNext steps
You can easily arrange a personal demo here.
Let us show you live how the quotation process in Salesforce can be simplified and accelerated with appero quote.
An efficient quotation process increases the acceptance of the Salesforce CRM system and increases the transparency of the pipeline of opportunities and the quality of forecasts.
FAQ: Writing quotations in Salesforce
Further FAQ pages with all questions and answers about Salesforce CPQ, "Writing quotations from Salesforce" and quotation / CPQ solutions in general:
This depends on whether data (e.g. on products, prices or discounts) is transferred to third-party systems. In this case, the security of this provider, the system and data protection regulations must be checked.
To be on the safe side, you can use a "Salesforce native app" for quotes in Salesforce.
By default, appero quote only uses the Salesforce platform and does not transfer any data to third-party systems.
The standard CRM licenses (Sales Cloud) include a simple solution for creating quotations in Salesforce. However, this offers hardly any customization options and automatic calculations, e.g. on the basis of discount scales.
Salesforce has acquired various CPQ solutions through various company acquisitions. In particular, Salesforce offers a comprehensive CPQ solution as part of its Revenue Cloud.
The Revenue Cloud covers the entire areas of CPQ & invoicing, contract management and B2B commerce.
In all CPQ solutions, a special focus is placed on the "Configure" aspect, i.e. the configuration rules as known, for example, from the online configuration of a car. Salesforce CPQ is therefore characterized by a high level of complexity and, due to the large range of functions, also by high costs.
appero quote takes a different approach: only relatively simple configuration rules (e.g. for accessory products) but a clear focus on the simple creation of visually appealing quotes with many pricing options.
We couldn't find a CPQ solution or AppExchange app that met our requirements for simple and visually appealing quotes in Salesforce.
That's why we developed appero quote, a CPQ light, over 10 years ago, which we have been continuously developing ever since.
The focus is on ease of use, comprehensive calculation logic and graphic design options for quotes - all at a reasonable price.
appero quote specialist blog
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