A CPQ Lite Version That Simplifies SaaS Quoting

Skip the heavy CPQ implementation. Generate clean, scalable quotes right inside Salesforce without manual workarounds or expensive tools.

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The three most common quoting challenges in SaaS

Hard-Coded Pricing Workarounds

When sales reps rely on hacks like "annualized" unit pricing, data models breaks. We build a flexible quoting framework on Salesforce that calculates monthly, annual, and multi-year deals fast.

No Support for Contract Nuances

Partial terms, expansions, or auto-renewals are painful to manage without a proper model. We add the logic to handle real SaaS scenarios without over-engineering the process.

Disjointed Quote-to-Contract Process

Many teams still rely on Google Docs or manual order forms, leading to errors and wasted time. Our setup generates clean, Salesforce-native quotes that can go straight to DocuSign or PandaDoc for signature.

What Great Quoting Feels Like

Quotes match your actual contracts, not a back-of-the-napkin calculation. Every deal, expansion, or renewal reflects the right terms, start dates, and pricing in Salesforce without an expensive CPQ rollout.

Native Salesforce order forms ready to send

Quotes feed into a clean, scalable Salesforce model

Clean ARR, TCV auto-calculated

Co-termed expansions easily handled

SaaS-specific pricing logic

Learn More About CPQ Lite Solution

Whatever Tools You Use, We’ve Got You Covered

We’ve seen every tool combo under the sun. And we know how to make them click for your SaaS.

AI Readiness

You can’t automate chaos. We prep your systems, processes, and data structure so you can layer in AI without breaking your ops.

Attribution

Get full-funnel visibility across Salesforce, HubSpot, and other platforms. We help teams fix tracking issues, align attribution models with real buying behavior, and build reporting leaders can trust.

Lead Routing

Getting leads is only half the battle—getting them to the right person fast is where the magic happens. We streamline your Salesforce and HubSpot routing rules to ensure every lead is assigned instantly, fairly, and accurately. No more missed SLAs, messy handoffs, or lost opportunities.

Other Use Cases That Move the Needle

Quoting is just one piece of the RevOps puzzle. The real advantage comes when all your revenue processes are clean, connected, and scalable. At Candybox, we help fast-growing SaaS teams clean up their tech stack and turn it into a competitive edge.

FAQs

What’s the difference between CPQ Lite and Revenue Cloud?

Revenue Cloud is a powerful but heavy tool designed for complex product catalogs, advanced discounting, and approval workflows. Most SaaS companies don’t need that level of complexity right off the bat. CPQ Lite gives you the core SaaS quoting functionality: monthly/annual pricing, partial terms, co-termed expansions, and clean ARR metrics using only native Salesforce objects. It’s everything you need, nothing you don’t.

Will CPQ Lite scale if I grow?

Yes. CPQ Lite is designed as a lightweight framework that scales with you. If your pricing model becomes more complex in the future, you can graduate to Revenue Cloud, Dealhub, Nue or one of many other CPQ providers, but your data model will already be clean and migration-ready. Many of our clients use CPQ Lite for years before even considering CPQ because it handles 90% of SaaS scenarios.

Why not just jump straight to Revenue Cloud or another CPQ solution?

Implementing Revenue Cloud or any other CPQ solution is a major investment as it requires additional licenses, months of configuration, and ongoing admin overhead. Most SaaS companies with straightforward pricing don't see a return on that complexity. CPQ Lite gets you the quoting accuracy you need today without overengineering your org. If you do need a full CPQ implementation (or to further understand your alternatives), we can also help!

How does CPQ Lite handle SaaS-specific scenarios like co-termed expansions?

Co-termed expansions (aligning add-ons to an existing contract end date) are one of the most common reasons SaaS teams look at CPQ. CPQ Lite handles this natively in Salesforce without requiring the full CPQ stack. You can easily quote expansions, partial terms, and renewals with correct ARR and TCV calculations.

Can CPQ Lite generate quotes and order forms like Salesforce CPQ?

Yes. CPQ Lite uses Salesforce-native Quote objects to generate clean, professional order forms. Many of our clients use these for six- and seven-figure deals, sending them directly through DocuSign or PandaDoc. You get a similar output without the heavy CPQ setup.

Is CPQ Lite just a temporary solution before Salesforce CPQ?

Not necessarily. For most SaaS companies with simple pricing, CPQ Lite is all they'll ever need. But if you eventually outgrow it, you won't have to undo bad data or hacks as your quoting model will already be structured for a smooth CPQ transition.

How long does it take to implement CPQ Lite compared to Salesforce CPQ?

Salesforce CPQ implementations often take several months and require extensive testing. CPQ Lite can be configured in a matter of weeks because it's built on native Salesforce functionality without extra licensing or complexity.‍

The reviews are in

Look at what our clients are saying on G2

"Professional Salesforce partners. The people are easy to work with, always come with solutions to my problem, and get things done on time."

Joseph

Hoban

VP Sales, Nagomi Security

"They are true thought partners and don't require a structured list of requirements. I gave them a high level set of objectives and they were able to translate that into tactical technical updates."

Chiraag

Kapoor

Principal, Radian Capital

"Fast, efficient, great communication, can give you insight into standard object intended uses and suggest best practices so if you need to make changes you understand any potential pros and cons."