Cadence quotes on standard Salesforce objects and is configurable using Salesforce technology your team already knows like flows, formulas, and data.
Bundles are records: parent product, child product, default selection, default quantity, pricing behavior, option discount, and quantity scaling with the parent. Bundles can nest three levels deep. Features group a bundle's options into named configurator sections with min/max selection counts. Attributes capture extra values per line and can be used in multi-attribute pricing.
Everything hangs off a pricing method assigned to the quote, so one org can run different methods for different business units. Inside it: ordered rules with formula conditions and actions that write to any Quote or QuoteLineItem field, running in Initial, Post Calculate, and Final stages; quote-level rollups; table-driven lookups against any object; volume discount schedules; and percent-of-total derived prices. All formulas are real Salesforce formula syntax, validated and compiled before anything is written.
The quote line grid is a Lightning component sitting on the Quote page and driven entirely by configuration records. Change column layouts ane editability, quote line groups shown as tabs or stacked as sections, a full-screen mode, a per-line Edit Details modal whose fields are a view you configure, and header buttons that launch any screen flow in a modal with an optional display condition. A custom quote button is a flow plus one record, no code involved.
Generate a contract from a quote. Convert a quote to an order. Generate or update assets from an activated order. Amend assets with common change scenarios like update quantity, extend term, replace, cancel. Renew from the current asset state with optional product swaps. A service-period timeline answers what this customer is entitled to right now, as a report and component.
Every calculation run, success or failure, writes a record with status, error message, injected context, and an optional step-by-step trace. A per-line Explain Price view shows how each number was reached. And the regression suite lets you prove a config change didn't move a number it shouldn't have.
Quote line grid, bundle configurator, ramp schedule builder, pricing setup editor, line trace viewer, approval status panel, regression dashboard, and quick actions on Quote and Asset records.
Endpoints under /cadence/* for the catalog and product search, quote creation and summary, quoting, bundle configuration, pricing and pricing setup, ramp schedules, line groups, approvals, contracts, orders, assets, amendments, renewals, service periods, and regression runs. JSON in, JSON out, all-or-nothing.
Every operation is an invocable action in the Cadence category — guided selling, renewal wizards, approval-gated repricing, or an AI agent that quotes through Agentforce or Salesforce's hosted MCP servers, using the same governed, permission-checked actions as everyone else.
All three delegate to one service layer. If it works in the UI, the same call works in your integration and your screen flow. You never have to reverse-engineer what a button really does.
The feature list matters less than what it costs you to change something.
| The ask | What you actually do |
|---|---|
| Sales wants a new fee: 15% of the services subtotal. | Create one derived price record. No deploy. |
| Why did this quote price this way? | Open the quote's latest calculation log and read the trace. |
| Add our Margin field to the grid and recalc when it changes. | Add a grid column record; add the field to the calculation-trigger field set. No deploy. |
| Ops needs a renewal wizard with an approval step. | A screen flow calling Cadence: Renew Assets, launched from a grid button record. |
| Finance wants every asset change last quarter. | A standard report. It's just an object. |
| Finance wants ARR on the Opportunity, not just the quote. | Create a matching custom field on Opportunity. The next calculation copies it across. No deploy. |
| Sales wants to build quotes from Slack, Claude, Teams | Turn on the hosted MCP server. The agent calls the same actions your reps do, as themselves. |
| I'm restructuring volume tiers — will I break live deals? | Mark your reference quotes as baselines, change the tiers, hit Run All, read the diff. |