The best Salesforce CPQ alternative for growing businesses
Don’t let the Salesforce CPQ ‘End of Sale’ disrupt your revenue. Avoid the headache of a costly migration by adopting a modern Salesforce CPQ alternative designed for speed.
Benefits to a streamlined renewals + revenue process
- Go beyond CPQ with an automated revenue management platform that includes billing, renewals, and payments
- Reduce quoting time and eliminate errors with automation that accelerates your entire sales cycle
- Gain real-time insights and forecasting to optimize pricing, increase margins, and drive predictable growth
Case Study | Quoting (CPQ Alternative)
From Spreadsheets to Speed: Quotes in under an hour
How this var replaced manual quoting with SAASTEPS: cutting their quote turnaround from 4 days to under 1 hour.
Industry:
IT Services/Technology
Company size:
Scaleup/SMB
products implemented:
Renewals VIP Bundle (Quoting + Renewals)
Pain Point / Challenge:
This VAR’s quoting process lived in Excel. Each quote required manually entering line items, calculating totals, and assembling proposals from scratch. Sales reps spent hours checking for errors, and formatting PDFs, only to repeat the cycle for the next deal. As the team scaled, so did the inefficiencies. What should’ve been fast became a bottleneck, with quotes taking up to four days to send out, costing them time, trust, and revenue.
Action plan + process:
Rather than jumping into a solution, we asked one question: “How long does it take your team to get a quote out the door?” As soon as they mentioned “four days,” that is all we needed to hear. We reviewed their end-to-end process and identified simple changes that could offer immediate impact. With guided copy-and-paste templates, we showed them how quoting could shift from a chore to a competitive advantage. (Ultimately, streamlining their revenue data for seamless renewals management.)
Solution:
With SAASTEPS Quoting, they now copy-and-paste unstructured data directly in Salesforce, automatically structuring and populating quotes with the right pricing, product bundles, terms, and branding. The new setup introduced:
• Automatic data entry; zero manual work
• Seamless quote creation with pre-built templates
• Instant PDF generation and in-system approvals
Every quote is fast, clean, and fully setup to automate renewals.
Results:
A 96% decrease in quoting and renewals time. What once took four days now takes under an hour. Sales reps are no longer delayed by formatting or double-checking numbers. They’re focused on conversations, not calculations. With SAASTEPS Quoting (and Renewals) in place, the team moves faster, closes sooner, and delivers a polished experience that reflects their brand.