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Visual CPQ & Quoting: calculators, templates and guides.

Guides and templates on configure-price-quote, product configurators and quoting. Every calculator shows its formula, every template is a real download, and every guide is written for working estimators.

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Formulas shown
Real downloads

Templates and downloads

CPQ templates and downloads

CPQ Template (Free Excel): Configure, Price, QuoteFree CPQ Excel template: option catalog with rules, price lookups, discount guardrails and an auto-totaling…Software Quote Template + Construction Quote ExamplesFree quote template in Excel and CSV: line items, alternates, inclusions, exclusions and validity, plus quote…

Guides

CPQ guides

3D Building, Shed and Modular Configurators for SellersWhat 3D building, shed and modular structure configurators need: dimensions, doors and windows, materials,…3D Configurator for Lighting ManufacturersWhat lighting manufacturers need from a 3D product configurator: fixture families, lengths, lumen packages,…3D Door and Window Configurators for ManufacturersWhat door and window manufacturers need from a 3D configurator: sizes, frames, glass, hardware, performance…3D Furniture Configurator: What B2B Furniture Makers NeedWhat a 3D furniture configurator needs for B2B and contract furniture: finishes and fabrics, dimensions,…CPQ Approval Rules: Designing Discount and Exception ApprovalsHow to design CPQ approval rules: discount thresholds, margin floors, non-standard terms, approval chains.How Visual CPQ Powers B2B Sales: A CPQ Front End for ManufacturersWhat a CPQ front end is for manufacturers and how visual CPQ helps B2B sales: guided choices, fewer quote…How to Build a Dealer Portal for Visual CPQHow to build a dealer portal with visual CPQ: Salesforce Experience Cloud, dealer pricing and permissions,…How to Learn CPQ: A Practical Path for Admins and Sales OpsHow to learn CPQ: core concepts (products, bundles, pricing, rules, approvals, quote documents), hands-on…Product Configuration Software: A Buyer's Guide for ManufacturersHow manufacturers choose product configuration and customization software: rules, pricing, visualization,…Salesforce CPQ Guided Selling: Setup, Limits and Visual OptionsHow guided selling works in Salesforce CPQ and Revenue Cloud: quote processes, process inputs, product…Salesforce CPQ Implementation: Phases, Pitfalls and Visual Add-OnsHow a Salesforce CPQ implementation runs: discovery, product catalog and bundles, pricing and rules,…Salesforce CPQ Product Rules and Bundles ExplainedHow Salesforce CPQ bundles and product rules work: features, options and option constraints; validation,…Threekit and Salesforce CPQ: Visual Configuration Options ComparedEvaluating visual configuration for Salesforce CPQ: what to compare between Threekit, RenderDraw and other…

Software and workflows

CPQ software and workflows

AI Visual & 3D Product Configurator Development3D and AI visual product configurators for manufacturers: what to build vs buy, rules and pricing behind the…Best CPQ & Guided Selling for Manufacturers and Dealers (2026)Choosing CPQ and guided selling software for manufacturers and dealer networks in 2026: visual CPQ vs legacy…CAD Viewer & STEP File Viewer for SalesforceViewing CAD and STEP files where sales and service work: CAD file integration for Salesforce with RenderDraw…CPQ AI Agent & AI Assistant for QuotingWhat a CPQ AI agent or assistant can safely do: guided configuration, rule checks, explained pricing and…CPQ Examples: Configure, Price, Quote in PracticeCPQ examples from manufacturing and construction: configured equipment, building products, quantity breaks…

Comparisons

CPQ comparisons

CPQ Price Waterfall & Salesforce CPQ Price RulesCPQ price waterfalls and price rules explained: list to net price, discount layers, Salesforce CPQ price…CPQ vs CLM: Quoting vs Contract Lifecycle ManagementCPQ vs CLM explained: configure-price-quote vs contract lifecycle management, where they hand off, and how to…Digital Twin Simulation, World Models & BIM TwinsDigital twins explained: simulation twins, AI world models and BIM-based twins, how they differ, and asset…Salesforce CPQ vs Revenue Cloud Advanced (RCA) & VlocitySalesforce CPQ vs Revenue Cloud Advanced, Revenue Lifecycle Management and Vlocity (Industries) CPQ: what…Salesforce vs HubSpot Quoting ToolsSalesforce vs HubSpot quoting tools: built-in quotes vs full CPQ, when you need configuration rules and…

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