Welcome

Pinion CPQ turns Salesforce into a configure-price-quote engine. Reps build products, bundles, and subscriptions on an opportunity or quote; Pinion runs the math; admins like you configure the rules that drive it.

This guide is for the moments when you need to answer a stakeholder’s “why is the total what it is?” — without opening Apex. It covers:

  • How Pinion thinks about quantities, prices, and totals.
  • What every pricing model does, and when to use which.
  • How bundles multiply quantities, and why the math is the way it is.
  • How renewals and amendments re-price the original quote.
  • The one invariant you can rely on across every Pinion calculation.
  • How to author approval rules and give an AI assistant scoped access.

You do not need to be an engineer to read this. You do need to be comfortable in Salesforce setup — custom metadata, custom fields, permission sets.

  • The Big Picture — the one canonical pricing engine, and why display matches the database.