Salesforce CPQ implementation and
Enhancement for Elevator company

Overview

A prominent elevator manufacturer in India approached Perigeon to streamline their sales operations. With a growing customer base across residential, commercial, and industrial sectors, the client needed a scalable system to manage their complex product configurations, pricing models, and tax calculations — all while enhancing quote accuracy and reducing turnaround time.

Project Objective

To implement and enhance a customized Salesforce CPQ (Configure, Price, Quote) solution that enables:

Smart and dynamic product configuration logic
Accurate pricing calculations with custom rules
Full compliance with India’s GST taxation structure
Professional and branded quote document generation
Efficient and error-free quote line management

Key Challenges

Complex Product Catalog

The client’s product line required a highly configurable engine to support multiple elevator types, components, and installation conditions.

Advanced Pricing Logic

Pricing varied across product specifications, service types, regions, and optional add-ons — making manual quote generation error-prone.

GST Compliance

-time GST breakdown (SGST, CGST, IGST) was essential for accurate quoting in accordance with Indian tax laws.

Manual Quoting Process

The sales team relied on offline tools and spreadsheets, leading to delays and inconsistencies.

Quote Line Complexity

Needed a system to support grouped products, conditional rules, and tiered discount structures.

Our Solution

Perigeon delivered a tailored Salesforce CPQ solution by integrating advanced logic, automation, and seamless user experience to match the client’s unique business model.

01 Configuration

Built QCP logic to manage complex elevator setups with nested options and rule-based selections.

02 Pricing

Created dynamic pricing rules with region, complexity, and upgrade logic using lookup tables.

03 Taxation

During a workout, users can’t be distracted by app controls. We incorporated voice prompts, audio cues, and vibration feedback for a fully hands-free experience.

04 Quotes

Enabled flexible quote lines with bundles, add-ons, discounts, and automated rollups.

05 Templates

Designed branded PDF templates with detailed product, pricing, and tax information.

06 Optimization

Users wanted to work out anytime, anywhere. We ensured full offline access so that workouts could be launched without an internet connection.

Additional Enhancements

Control

Enabled admin panels for quick updates and gave training for easy in-house handling.

Testing

Executed thorough tests and UAT to validate logic and match business needs.

Support

Offered live monitoring and helped sales reps smoothly adopt the CPQ system.

Key Features Delivered

Rule-based Product Configuration using QCP
GST-Compliant Price Calculations
Dynamic PDF Quote Templates
Advanced Pricing & Discount Logic
Multi-layered Quote Line Management
Fully Automated Quoting Workflow

Technologies Used

Salesforce CPQ
Apex (Triggers & Classes)
QCP (Quote Calculator Plugin)
Lightning Components
PDF Rendering APIs

Impact and Results

Metrics Table

Metric	Before	After Implementation
Quote Accuracy	65%	99%+
Time to Generate Quotes	1–2 Days	< 30 Minutes
Configuration Errors	Frequent	Near Zero
Sales Efficiency	Manual	Fully Automated Workflow
GST Compliance	Manual	Fully Integrated

Agile Process

A sprint-driven delivery approach ensured smooth implementation of a highly customised CPQ setup.

Sprint-wise Feature Releases

Configuration, pricing, taxation, templates, and optimization were delivered in structured sprints.

Early Feedback

Each sprint demo allowed the client to validate quote logic, pricing rules, and GST configurations before moving forward.

Collaboration

Business users, finance teams, and field operations personnel were involved to shape final CPQ behavior.

Continuous Refinement

Sprint retros helped refine complex product catalogs and automation logic.

Salesforce QA Process

QA involved validating the precision and reliability expected from an enterprise CPQ platform.

Pricing Accuracy Testing

Verified multi-level price books, discounts, GST calculations, and approval logic.

Configuration Validation

Tested every product rule, guided selling step, and dependent configuration path.

Document QA

Ensured all quote templates and proposal PDFs reflected correct values in every scenario.

Performance Testing

Validated CPQ response time with large product catalogs and multi-step quoting flows.

UAT Management

Provided structured test cases for business teams to validate sales-ready use cases.

Conclusion

Perigeon’s Salesforce CPQ implementation empowered the client with a fully automated, intelligent quoting platform tailored to the elevator industry. From complex configurations to tax-compliant, beautifully rendered quotes — the new system streamlined sales operations, boosted team productivity, and ensured long-term scalability.

Frequently asked questions

How does CPQ help manage complex product configurations?

Salesforce CPQ enables rule-based and dynamic product configuration using Quote Calculator Plugin (QCP) logic. For this elevator manufacturer, CPQ was customized to support multiple elevator types, components, installation conditions, and nested options. Configuration rules automatically guided sales teams to select only valid combinations, eliminating errors and ensuring technically accurate quotes every time.

Can the client adjust pricing and discount rules without development?

Yes. The implemented CPQ solution includes admin-controlled pricing and discount management.
Verified multi-level price books, tiered discounts, and region-specific pricing rules were configured using lookup tables and CPQ pricing rules. This allows authorized users to update prices, discount thresholds, and approval logic without requiring code changes or developer support.

How does CPQ improve GST or taxation compliance?

The CPQ system was built to fully comply with India’s GST framework. It automatically calculates SGST, CGST, and IGST in real time based on customer location, product type, and service configuration. This eliminates manual tax calculations, reduces compliance risk, and ensures every quote is GST-accurate and audit-ready.

What training or documentation was provided post-implementation?

Perigeon conducted hands-on training sessions for sales and admin users and enabled intuitive admin controls for ongoing management.
Detailed documentation and walkthroughs were provided to help internal teams confidently manage configurations, pricing updates, and quote generation independently after go-live.

Does CPQ integration support the client’s offline quotation process?

Perigeon conducted hands-on training sessions for sales and admin users and enabled intuitive admin controls for ongoing management. Detailed documentation and walkthroughs were provided to help internal teams confidently manage configurations, pricing updates, and quote generation independently after go-live.

How scalable is the implemented CPQ system?

Yes. The solution was optimized to support offline workflows. Sales representatives can work with product configurations and generate quotes even when internet connectivity is limited. This ensures uninterrupted sales operations, especially for on-site visits and remote project locations.

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Salesforce CPQ implementation and Enhancement for Elevator company

Overview

Project Objective

Key Challenges

Complex Product Catalog

Advanced Pricing Logic

GST Compliance

Manual Quoting Process

Quote Line Complexity

Our Solution

01

Configuration

02

Pricing

03

Taxation

04

Quotes

05

Templates

06

Optimization