Welcome to CPQ Essentials: Building Confidence in Quoting! This course is meant for new hire AE's or those who need a refresher in CPQ and will introduce you to how to effectively provide quotes for your customers. This will help reduce reliance on managers and RevOps for support with quoting processes, minimize errors in quote submissions, and streamline your workflow as an AE. By completing this, you can expect improved quote accuracy and increased productivity.

By the end of this course, learners will be able to:

• Identify different opportunity types and when to use each within CPQ.
• Build accurate quotes for new business, amendments, and renewals using CPQ.
• Demonstrate ability to navigate the Quote Line Editor, add products, apply discounts, and finalize quotes.
• Locate resources or support when encountering issues within CPQ.