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.
Pricing errors
Disconnected systems lead to incorrect pricing, missed discounts, and manual overrides.
Stale product data
Catalog and inventory information doesn't reflect real-time availability.
No configuration memory
Past customer choices and preferences aren't available during new transactions.
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 Prices become outdated before the sale is completed.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 meets human discretion
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
How products, pricing, and rules come together during the transaction.
Key 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 manufacturer prices configured parts at the counter
A parts counter at an industrial equipment dealer receives an order for a custom hydraulic assembly. The sales rep selects the base unit, adds fittings and seals based on the customer's equipment model, and applies contract pricing tied to the dealer agreement. Inventory availability is checked across three branch locations. The order is placed, paid, and the full configuration is recorded on the customer's Salesforce record for future reordering.
Why Salesforce-native
Accurate pricing and configuration without external systems
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.
Related capabilities
Explore other capabilities
FAQ
Frequently asked questions
Ready to see product configuration in action?
See how your team can configure products and apply pricing in real time, directly inside Salesforce.
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