### Contents - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # CPQ Software Resources ##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on CPQ Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## CPQ Software Articles [![The Right Configure, Price, Quote Tools Can Help You Sell Smarter in the Age of COVID-19](https://learn.g2.com/hubfs/man-and-woman-near-table-3184465-1.jpg "The Right Configure, Price, Quote Tools Can Help You Sell Smarter in the Age of COVID-19")](https://www.g2.com/articles/configure-price-quote-covid-19) [ ### The Right Configure, Price, Quote Tools Can Help You Sell Smarter in the Age of COVID-19 ](https://www.g2.com/articles/configure-price-quote-covid-19) Sales teams are adapting to the new demands of remote selling. This includes more complex conversations with a remote buying committee, potential shifts to stakeholders, and budget approvals that are receiving more scrutiny than ever before.  [ ![Kara Sargent](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kara Sargent") KS ](https://learn.g2.com/author/kara-kennedy) by Kara Sargent ## CPQ Software Glossary Terms [![Approval Workflow](https://learn.g2.com/hubfs/G2CM_GI042_Approval_workflow_V1a.png "Approval Workflow")](https://www.g2.com/glossary/approval-workflow-definition) [Approval Workflow](https://www.g2.com/glossary/approval-workflow-definition) Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process. by Keerthi Rangan Explore our Technology Glossary Browse through dozens of terms to better understand the products you purchase and use everyday. [Find new features](https://www.g2.com/glossary) ## CPQ Software Discussions 0 Question on: Agentforce Revenue Management (formerly Salesforce Revenue Cloud) [How to check how many cpq license in saleforce?](/discussions/10424-how-to-check-how-many-cpq-license-in-saleforce) I'm trying to find the number of licensed users I currently have. Where do I check this? 1. Go to Setup | Installed Packages 2. Scroll to the Salesforce CPQ Link 3. Next to the link, there is a link titled "Manage Licenses" 4. Click on that link and you should see what you're looking for Hope this helps! -Jonathan Answered: Jonathan Lai on May 30, 2019 You can check CPQ licenses in Salesforce by navigating to Setup \> Company Information and looking under the Installed Packages section or by checking Users with the CPQ license assigned. Answered: Naimish Akbari on May 26, 2025 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/10424-how-to-check-how-many-cpq-license-in-saleforce/comments/new?remote=true) 0 Question on: Pricefx [Can I set pricing guidance for my sales team?](/discussions/pricing-guidance) Pricing Guidance Absolutely, this is what the QuoteConfigurator and PriceOptimizer are all about! You set your own rules and thresholds, combined with very flexible approval workflows. Answered: Steven Cuypers on November 20, 2019 Yes you can set pricing guidance for your sales. Pricefx offers several features to help you manage and communicate pricing strategies effectively: Price Setting and Management, Quoting Tools, AI-Powered Insights, Dashboards and Reports, Integration with CRM. Answered: Ahmed Zumrawi on September 16, 2024 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/pricing-guidance/comments/new?remote=true) 0 Question on: Experlogix CPQ [Does Experogix CPQ allow for web portal and mobile device support?](/discussions/web-portal-and-mobile-device-support) Web Portal and Mobile Device Support Yes, Experlogix CPQ enables you to expand sales to the web and mobile devices by providing the power of Experlogix CPQ within a portal to help customers, prospects and dealers configure custom products and services to meet their unique needs. Experlogix provides unassisted quote and order entry to improve pipeline visibility, increase customer satisfaction and grow your business. Answered: Scott Rich on October 17, 2019 Yes. Experlogix CPQ is accessible from devices that can use web browsers, including desktops and tablets. Where this really shines is the dealer portal functionality. Experlogix CPQ supports partner-facing portals where external users such as dealers, distributors, and resellers can configure products and generate quotes via a web interface. Answered: Nicolette Stellman on February 20, 2026 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/web-portal-and-mobile-device-support/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/cpq/resources?discussions_page=2) - [1](/categories/cpq/resources) - [2](/categories/cpq/resources?discussions_page=2) - 3 - [4](/categories/cpq/resources?discussions_page=4) - [5](/categories/cpq/resources?discussions_page=5) - [6](/categories/cpq/resources?discussions_page=6) - [7](/categories/cpq/resources?discussions_page=7) - … - [54](/categories/cpq/resources?discussions_page=54) - [55](/categories/cpq/resources?discussions_page=55) - [Next ›Next ›](/categories/cpq/resources?discussions_page=4) ## CPQ Software Reports Mid-Market Grid® Report for CPQ Summer 2026 G2 Report: Grid® Report Grid® Report for CPQ Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CPQ Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for CPQ Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for CPQ Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CPQ Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for CPQ Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for CPQ Spring 2026 G2 Report: Grid® Report Grid® Report for CPQ Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for CPQ Spring 2026 G2 Report: Momentum Grid® Report