Complex Quoting

Your Excel pricing calculators are too valuable to abandon. Connect them to live Salesforce data.
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Excel spreadsheet interface showing a Complex Quoting Dashboard with key performance indicators and active quotes pipeline including account names, opportunities, owners, values, stages, approval status, and priorities.
USE CASES

How Valorx handles complex quoting in Salesforce

Stop choosing between your Excel pricing models and your Salesforce data.
Excel sheet titled Pricing Calculator showing Salesforce connection details and a quote summary with a table of product codes, names, categories, quantities, prices, discounts, costs, and approval status.

Keep your Quoting UI and Pricing Logic

Don't rebuild your pricing logic in Salesforce. Connect your existing Excel quoting sheet to Salesforce instead.
Excel spreadsheet showing multi-dimensional quoting and pricing with product details, region, currency, prices, tax, discounts, and margin summary for various regions and currencies.

Quote with Live Data

Your spreadsheet connects directly to Salesforce. Pull data, run calculations, push updates - all in real time.
Excel spreadsheet displaying deal modeling comparison for Meridian Financial Enterprise Deal with scenarios for Standard Pricing, Volume Pricing, and Strategic Partnership including categories, list prices, discounts, and net prices.

Model deal scenarios side by side

What if we discount 10%? Extend the term? Model scenarios in Excel with live data before committing.
Excel spreadsheet titled Quote Line Editor showing detailed product quotes with pricing summary including list total of $8,986,000, net total $7,567,840, 42% margin, and pending VP approval status.

Quote professional services accurately

Build accurate services quotes with your existing Excel models - now connected to live Salesforce data.
Excel spreadsheet showing high volume quote and product bundle configuration with sales bundle details, types, SKUs, categories, quantities, prices, discounts, and configuration rules.

Handle quote volume

Manage multiple quotes, thousands of line items, and related records in a single view. No timeouts. Compare quote versions side by side.
Spreadsheet showing an Approval Matrix for discount approvals with columns for Quote number, Account, Total Value, Max Discount, Approval Level Required, Approver, Status, Dates, Comments, and SLA Remaining.

Price across every dimension

Tax rates, currencies, service tiers, volume discounts—all in one spreadsheet view, connected to Salesforce.
Valorx Wave CRM dashboard displaying a table of opportunity records with columns for Name, Stage, Amount, Close Date, Owner, Opportunity Type, and Account.
Sales agreement table in Valorx Wave showing account details, products, planned quantities, sales prices, and discount percentages for October 25 and November 25.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Spreadsheet showing an Approval Matrix for discount approvals with columns for Quote number, Account, Total Value, Max Discount, Approval Level Required, Approver, Status, Dates, Comments, and SLA Remaining.

Access all your favorite Excel features

From simple drag-and-drop to powerful formulas, enjoy all your go-to spreadsheet tools while working directly with your Salesforce data.

Copy and paste

Quickly copy and paste data between Wave, Excel, and other sources using familiar shortcuts, while staying fully synced with Salesforce.

Filter columns

Apply fast, column-level filters to zero in on exactly the records you need without leaving the grid.

Drag and drop

Reorder columns, move fields, and organize your grid layout intuitively with simple drag-and-drop.

Global grids

Standardized, reusable grid templates that can be shared across teams and orgs for consistent Salesforce data views.

Custom grids

Personalized grids tailored to specific roles or workflows with custom columns, filters, and logic.

Sort columns

Sort by one or multiple columns to surface top priorities—ascending or descending—in just a click.

Column group

Visually group related columns under a single header to keep complex datasets easy to read and navigate.

Layout

Save and switch between different grid layouts—columns, sorting, grouping, filters—optimized for each workflow.

Freeze columns

Pin key columns (like Account or Opportunity) so they stay visible while you scroll horizontally through the grid.

Global search

Search across all visible columns and records in a grid to instantly find what you’re looking for.

Smart import

Import data with intelligent field mapping, validation, and error handling powered by live Salesforce metadata.

Manage access

Control who can view, edit, or configure grids at object, field, and layout level using role-based permissions.

See what Valorx adds to Salesforce

Keep your Excel pricing calculators. Lose the chaos.
Without Valorx
Rebuild pricing logic in CPQ
Export → calculate → re-enter
CPQ times out on large quotes
Spreadsheets emailed, versions confused
With Valorx
Keep your Excel pricing calculators
Quote with live Salesforce data
Handle thousands of quote lines
One source of truth in Salesforce
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Eric Winston
Service Supervisor
Book a demo
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Built for teams with complex pricing needs

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Professional Services

Consultant rates, proficiency, availability, project scope.
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Manufacturing

Material costs, labor, tooling, production overhead
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Technology & SaaS

Multi-year deals, tiered discounts, implementation.
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Distribution

Regional pricing, volume discounts, shipping, currency.

Two ways to simplify complex quoting in Salesforce

Choose the approach that fits your workflow.

Wave

A spreadsheet interface built inside Salesforce.
CRM interface showing a list of accounts with columns for account name, billing state, and phone number, and a panel displaying Beglobal's opportunities with names, amounts, qualification stage, and close dates.
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Fusion

Your Salesforce data, live in Excel and Google Sheets.
Screenshot of a spreadsheet titled 'Deal Pricing Estimator' displaying customer price, equipment summary with tables, charts, and detailed pricing information.
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Real results with Valorx

Show your customers what's possible when they combine Salesforce with spreadsheet-native workflows.

Adobe

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study

BP Oil & Gas

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study
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Smiling young man with glasses and a beard wearing a black shirt on a light gray circular background with a small purple circle in the top right.
Eric Winston
Service Supervisor
Book a demo
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