ScaledRev
All fieldwork

From pricing spreadsheet to guided quoting.

THE SITUATION

The company sells through Salesforce, but every quote is a small project: pricing lives in a spreadsheet, discounts are a judgment call, and the document a customer sees depends on which rep built it. Finance wants ARR and renewal numbers it can trust; reps just want to get a good-looking quote out the door today.

There is a whole product category for this — configure-price-quote (CPQ) — built for enterprises with dedicated deal desks: months to roll out, expensive to license, and far heavier than a team that simply needs guided quoting and clean reporting.

WHAT WE BUILT

A step-by-step path builds each deal: volume pricing applies automatically, reps can adjust only what they are allowed to adjust, and a branded order form comes straight from the opportunity record. It is taking shape directly inside the company's own Salesforce, tuned to their products and pricing tiers — no new licenses, and nothing new for reps to learn.

  1. 01Select package
  2. 02Price
  3. 03Adjust
  4. 04Approve
  5. 05Create order form
  6. 06Track
Guidedquoting path for every deal
Nativediscount editing right inside Salesforce
Brandedcustomer-ready order forms
BUILT-IN SAFEGUARDS
Discount limits enforcedPricing double-checkedConsistent customer documentsClear approval limitsPrice changes never touch deals in progress
WHAT CHANGED

Reps can assemble a quote in minutes instead of hours. Finance sees every deal priced and discounted within limits it approved, and ARR, MRR, and renewal reporting can come straight from clean deal data in Salesforce — with a clear map of where a full CPQ suite would pick up if the company ever outgrows this.

WHAT THE TEAM GOT
Automatic volume pricingGuided quoting pathControlled discount editingClear discount rulesBranded order formsRoadmap to full CPQ

SOUND FAMILIAR?

Bring one revenue bottleneck. In thirty minutes we'll decide what it needs.

Start the conversation