Capability
Configure products, bundles, and pricing in real time
Sell configurable products, services, and bundles with flexible pricing, discounts, and real-time adjustments. Manage your catalog and apply pricing rules directly inside Salesforce during the transaction.
The challenge
When pricing logic lives outside Salesforce
When configuration and pricing logic live outside Salesforce, teams can't rely on the price shown being correct. Discounts are applied inconsistently, product availability is stale, and order errors require manual correction.
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Pricing errors
Disconnected systems lead to incorrect pricing, missed discounts, and manual overrides.
Pricing errors
Disconnected systems lead to incorrect pricing, missed discounts, and manual overrides.
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Stale product data
Catalog and inventory information doesn't reflect real-time availability.
Stale product data
Catalog and inventory information doesn't reflect real-time availability.
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No configuration memory
Past customer choices and preferences aren't available during new transactions.
No configuration memory
Past customer choices and preferences aren't available during new transactions.
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No real-time market context
In industries with volatile pricing (e.g. commodities), external tools can't reference live rates during the transaction. Prices become outdated before the sale is completed.
No real-time market context
In industries with volatile pricing (e.g. commodities), external tools can't reference live rates during the transaction. Prices become outdated before the sale is completed.
How it works
Configuration and pricing in one place inside Salesforce
Real-time context across locations
Eposly supports scenarios where pricing depends on real-time data, such as market prices or currency rates, and where staff need flexibility during the interaction. The final price is captured with full context, including the market rate, applied adjustments, and who made the decision.
Products, variants, pricing rules, and inventory all live in Salesforce. Configuration choices update pricing in real time during the interaction.
Product selected
Options configured
Pricing rules applied
Discount calculated
Final price displayed
See configuration and pricing in practice
Simple to use Salesforce-native configurations for products and pricing
Features
Configuration and pricing features
Salesforce-native product catalog
Create and manage products directly within Salesforce, with full alignment to customer, pricing, and transaction data.
Configurable product sales
Sell products and services with selectable options that affect pricing.
Bundles and add-ons
Create and sell configurable bundles and service packages, with pricing that adjusts based on selected components.
Flexible pricing control
Apply discounts, negotiated pricing, and customer-specific pricing during checkout.
ERP and PIM integration
Sync product catalogs from ERP or PIM systems, ensuring pricing and availability stay aligned across systems.
Real-time inventory visibility
Access stock availability across locations in real time, directly during configuration and pricing.
Real-time external pricing integration
Reference live market rates, currency conversions, or external price feeds during configuration.
Price context and audit trail
Every price shown, adjusted, or overridden is captured with full context on the Salesforce record.
“We needed an app to take card & cash payments in store, link all purchases to contacts records, manage stock and print branded receipts.”
— Yohan Ruparatne
In practice
Where configuration, pricing, and inventory come together
How a spa builds and prices personalised wellness packages
A front desk coordinator at a spa builds a personalized package for a client combining massage, physiotherapy, and skincare sessions. Membership-based pricing is applied automatically based on the client's subscription tier, and optional add-ons are included at the client's request. The configured package, pricing breakdown, and payment are captured directly on the client's Salesforce record — ready for scheduling, automated follow-up, and renewal tracking.
Why Salesforce-native
Accurate pricing and configuration without external systems
When pricing logic lives outside Salesforce, the record reflects what was charged — not why, not what was configured, not what the customer agreed to. Eposly keeps product configuration, pricing rules, and adjustments inside Salesforce, so every decision is captured with full context at the moment of sale. For teams that used Salesforce CPQ primarily for order configuration and payment — not subscription billing or contract management — Eposly delivers that workflow natively, without the implementation overhead of a full revenue platform.
Salesforce-native catalog
Products, pricing, and availability managed in the same platform as customer data.
Real-time pricing accuracy
No stale data, no batch syncs. Prices reflect current rules and inventory.
Inventory visibility across locations
Check availability across locations during configuration, so pricing and fulfillment decisions reflect real stock.
No external tools or integration complexity
Configuration and pricing logic runs inside Salesforce, removing dependency on external tools and reducing integration overhead. For teams evaluating CPQ or Revenue Cloud for order configuration and payment, Eposly handles that specific workflow natively — without the implementation overhead of a full revenue lifecycle platform.
Related capabilities
Explore other capabilities
FAQ
Frequently asked questions
Ready to run the whole sales process inside Salesforce?
See how this would work in your Salesforce setup.