Limio CPQ

Build, price and send subscription quotes from Salesforce, and let customers complete checkout themselves.

Limio CPQ is the quoting capability inside Limio for Salesforce. It lets sales teams configure, price and send subscription quotes directly from Salesforce Opportunities, then hand the customer a Limio preview or checkout link so they complete the purchase themselves — without the rep ever handling payment details.

Because quotes are built from your live Limio catalog, pricing stays accurate, and every accepted quote flows into Limio Commerce as a real order.

Requires Limio for Salesforce v13.24 or later. Individual features note their own version requirements.

The three quote flows

Limio CPQ has three distinct flows, and their names are easy to mix up:

Flow	What it does	Starts from
New Quote	Quote for a brand-new subscription	Opportunity
Update Quote	Quote that changes an existing subscription — an upgrade, downgrade or add-on	Existing subscription
Edit a Quote	Change the contents of a quote you already created, before it is accepted	Limio Quote record

New Quote and Update Quote produce a quote. Edit a Quote revises one. An Update Quote populates Subscription_Id__c on the Limio Quote record; a New Quote leaves it empty.

What you can do

• Build a quote from your live catalog — offers, add-ons and quantities, filtered by your configured offer rules
• Override prices manually — apply a discount percentage or type an effective price, with validation and two-way syncing
• Generate preview and checkout links — share a read-only preview, or a link that lets the customer complete checkout and pay
• Generate those links from Apex — programmatically, driven by your own business rules rather than by a user clicking a button
• Route quotes for approval — using standard Salesforce approval processes
• Track the quote lifecycle — and close the Opportunity automatically when the customer checks out

Getting started

SetupNew Quote

Reference

• Limio Quote Object and Field Definition — every field on Limio_Quote__c
• Checkout and Baskets API — the Limio API behind preview and checkout links

Related

• Checkout Link — the same sales-assisted link mechanism, used from the Acquisition and Renewal flows rather than from a quote
• Platform Events — how Limio notifies Salesforce when an order completes, so quote and Opportunity status can update automatically