About the Smart Quote UI (CPQ) training

The Smart Quote UI (CPQ) Course introduces you to the enhanced quoting interface in Salesforce, designed to simplify and accelerate the quote creation process. In just 20 minutes, you'll gain hands-on knowledge of new features that reduce manual work, streamline discounting, and improve efficiency—allowing you to generate accurate quotes with fewer clicks.

Audience

This course is designed for Sales Representatives, Deal Desk Analysts, and Sales Operations teams who use Salesforce CPQ to create and manage quotes. It is ideal for professionals looking to improve accuracy, reduce manual adjustments, and accelerate the quoting process using the latest Smart Quote UI enhancements.

Learning objectives

By the end of this course, you will be able to:

1. Navigate the updated Smart Quote UI and leverage the new list view for a more intuitive quoting experience.

2. Apply discounts efficiently using a single-field entry instead of manually adjusting each line item.

3. Automate discount calculations using the Goal Seek feature and generate quote ramps for multi-year deals with ease.