Salesforce CPQ is end-of-sale. See what a native migration path looks like Migrate from Salesforce CPQ
Documentation

Documentation for the implementation team

Everything you need to know to implement and maintain the tool.

Install & setup

Prerequisites, package install, permission sets, adding the components to the Quote page, grid views, pricing setup, catalog data, approvals, and opportunity sync mappings.

API reference

Every REST endpoint and invocable action with payloads, semantics, and error contracts — including the flat, agent-safe shapes the MCP tools use.

Pricing engine guide

Configuration objects, formula context, stages, and the standard waterfall.

Performance & limits

Measured per-line costs, the cost model, and the configuration shapes that hit each governor ceiling.

Security documentation

Security design, sharing inventory, and secure coding standards. Available to evaluating teams under NDA.

Demo walkthrough

Recreate a complete demo environment and walk every feature end to end.

AI agents and MCP servers

Set up the hosted Cadence Quote Tools and Admin Tools servers in your org, register the actions, and connect Claude, Slack, or any MCP client with per-user OAuth.

Request documentation access