Salesforce Certified CPQ Specialist Practice

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Prepare for the Salesforce Certified CPQ Specialist exam with our practice quiz. Study with flashcards, multiple-choice questions, hints, and explanations for each question. Pass your exam with confidence!

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Which document type is primarily used for the final output in a sales process in Salesforce CPQ?

Proposal
Quote
Invoice
Contract

The correct answer is: Quote

The primary document type used for the final output in a sales process in Salesforce CPQ is the Quote. In the context of Salesforce CPQ, a Quote serves as a formal proposal to the customer that includes details such as the products or services offered, pricing, discounts, terms, and any associated terms and conditions. This document is essential for capturing the specifics of the sale and serves as a formal representation of what the customer can expect if they proceed with the purchase. Quotes are typically generated after a sales representative has configured a solution that meets the customer's needs. Once the Quote is finalized, it can be sent to the customer for review and acceptance. This process often culminates in contract negotiations or invoicing but centers around the Quote as the key document that conveys the agreed-upon details of the sale. In contrast, while Proposals may serve a similar purpose in presenting an initial offer, they are not typically used as the final output in Salesforce CPQ. Invoices document payment details after a sale has been made, and contracts serve to formalize agreements but do not encapsulate the final offer as directly as a Quote does. Thus, the Quote is the most relevant document type for concluding the sales process.