BreezyCPQ

BreezyCPQ is a simplified Configure, Price, and Quote app for Salesforce—helping sales teams build accurate quotes on Opportunities, apply pricing rules, and send proposals without enterprise CPQ complexity.

What it does

✓Native Quote and QuoteLineItem objects for standard Salesforce reporting
✓Quote builder embedded on the Opportunity record
✓Product catalog with bundle options (required and optional add-ons)
✓Line-level discounts with max-discount guardrails and manager approval
✓Primary quote sync to Opportunity Amount
✓Branded quote PDF generation inside Lightning

See it in action

Screenshots from the BreezyCPQ Lightning app in Salesforce.

BreezyCPQ product catalog in Salesforce Lightning — Manage products and list prices in the BreezyCPQ Standard pricebook.

BreezyCPQ bundle configuration for a parent product — Configure required and optional bundle add-ons before adding products to a quote.

BreezyCPQ branded quote PDF — Generate customer-ready PDF quotes when deals are approved.

Product documentation

Download a concise overview of BreezyCPQ to share with admins, ops, and stakeholders.

Download PDF

Install

BreezyCPQ deploys from the BreezyGTM GitHub repository into your Salesforce org. The package enables Quotes and creates a BreezyCPQ Standard pricebook. Assign BreezyCPQ Admin to admins who configure products and pricing rules. Assign BreezyCPQ User to reps and BreezyCPQ Manager to deal desk / sales managers—your admin controls who gets which role. Add the Breezy Quotes component to Opportunity record pages in the BreezyCPQ app.

Companies can install BreezyCPQ for a free 30-day trial. We also offer consulting on setup and customization.

Start your BreezyCPQ trial

Email us to install BreezyCPQ in your Salesforce org or to discuss setup and customization consulting.

Contact sales@breezygtm.com