No
Pain Points/Features Requested by CPQ customers
1
Ability to set custom column layout by User, Freeze columns, Column Heading Help Text Tool Tips
2
Add Colors, fonts, formatting, bold/italics
3
Have custom filters to be able to sort on any columns
4
Grouping in the quote line editor by any field such as Product Family on the fly
5
Conditional formatting: Based on rules just like in Excel, be able to show different colors, fonts, etc
6
Preview approvals from within the QLE for Standard approvals (as you know there is no preview approval capability for standard approvals)
7
Ability to expose any object such as installed assets within the quote line editor
8
Economic analysis of the quote with a configurable field set
9
Ability for the user to save his/her own selection of columns and the order in which they would like to see them
10
Unlimited Tabs each with its own field set, colors, columns, or referring to any object in Salesforce
11
Upload quote line items by dragging an existing Excel (not CSV but Excel) sheet on to the quote without having to convert to CSV. Works with existing excel sheets
Automatically create multiple quotes from a single Excel file based on a configurable parameter such as creating one for every 300 lines. So an excel file with 1500 lines will create 5 quotes. While QLE+ allows you to view the 1500 lines all together in a single screen and work on it as if it were a single quote
12
Combining multiple quotes in to a single view and being able to make edits across the quotes
13
Overcoming the Salesforce CPQ quote line limit while also give multiple users their view of an overall aggregated quote
14
Ability to maintain separation of Service Items, Manufacturing Costs, Procurement cost with customized tabs for each
15
Ability to leverage CPQ to estimate projects within the context of the Sales Quote for a unified quoting and estimation experience
See the features like: Freeze columns, Unlimited Tabs, PDF export, Colors, Conditional formatting, Filters, Grouping, No Quote line limits, Ability for a user to save and re-arrange columns and much more
Shows the seamless upload from an Existing Excel sheet (not CSV) which can have formulas, colors, multiple sheets, macros etc. and without any changes to the exsiting content of the excel sheet