Revenue Cloud Quoting and Approvals

Revenue Cloud quoting is how Salesforce Revenue Cloud configures, prices and quotes a deal, as Salesforce's configure, price, quote page describes. Sellers, partners and buyers build a quote from one catalog, pricing procedures set the price, and approvals run within policy. When the buyer signs, the quote becomes an order on the same data and no one keys it in again.

Yes. Partners and self-service buyers use the same catalog, pricing engine and rules as direct sellers, so a price or a bundle changes once and applies in every channel. Approvals follow the same policy whichever channel raised the quote. Every order lands in one place, which keeps the install base whole.

A quote within policy proceeds automatically; one outside it goes to the right approver, in series, in parallel or by rule. Salesforce Advanced Approvals runs these approvals on Flow Orchestration, and approvers can act in Slack, so the approval keeps pace with the deal.

Yes. Agentforce agents can draft quotes because they work from the same catalog, rules and prices as sellers. They act within policy that people define, and a quote outside that policy goes to a person for approval: the agent does the assembly and people keep the decisions.

Yes. Line groups hold each year or phase of a ramp deal on a single quote, so the price can step up over time while the quote remains one document. The contract and the billing schedule take up each step as it falls due.