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Point. Click. Quote.

Cotiza CPQ is a fully native Salesforce Sales Cloud companion for end-to-end deal management— powering dynamic quoting, automated approvals, and polished proposal generation without leaving Salesforce.

Cotiza CPQ hub showing quotes for an Opportunity

Dynamic Quoting

Show what you want. Hide what you don’t. Automate pricing logic with intelligent, form-driven quote configuration.

Approval Automation

Build configurable approval paths based on real-time deal inputs like discounts, products, or deal size.

Proposal Generation

Generate polished, customer-ready quote documents using Salesforce data, product selections, and branded templates.

Subscriptions

Extend CPQ beyond the initial sale—support renewals, upgrades, and subscription lifecycle management.

Native Salesforce Architecture

No external systems. No sync issues. Cotiza runs entirely inside Salesforce with full security alignment.

Data-Driven Configuration

Adapt quickly to your sales process with toggle-based configuration and fully customizable workflows.

Built for Salesforce teams who move fast

Playbook question groups in the quote configuration wizard

Interactive Quoting

Build quotes through guided inputs instead of static forms.

Cotiza CPQ Approvals hub with pending approval levels

Smart Approvals

Automatically route deals based on configurable business rules.

Proposals table listing generated quote documents

Proposal Output

Generate clean, branded PDFs directly from Salesforce data.

Start building better quoting workflows today

Install Cotiza CPQ from the Salesforce AppExchange and streamline your entire sales process.

View on AppExchange