> For the complete documentation index, see [llms.txt](https://docs.limio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.limio.com/salesforce/cpq/limio-cpq.md).

# Limio CPQ

**Limio CPQ** is the quoting capability inside [Limio for Salesforce](/salesforce/managed-package-overview.md). 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.

{% hint style="info" %}
**Requires** Limio for Salesforce v13.24 or later. Individual features note their own version requirements.
{% endhint %}

## The three quote flows

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

<table><thead><tr><th width="200">Flow</th><th>What it does</th><th width="170">Starts from</th></tr></thead><tbody><tr><td><strong>New Quote</strong></td><td>Quote for a brand-new subscription</td><td>Opportunity</td></tr><tr><td><strong>Update Quote</strong></td><td>Quote that changes an <em>existing</em> subscription — an upgrade, downgrade or add-on</td><td>Existing subscription</td></tr><tr><td><strong>Edit a Quote</strong></td><td>Change the contents of a quote you already created, before it is accepted</td><td>Limio Quote record</td></tr></tbody></table>

**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](/salesforce/setting-up/filtering-rules.md)
* [**Override prices manually**](/salesforce/cpq/manual-price-override.md) — 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**](/salesforce/cpq/generate-links-from-apex.md) — programmatically, driven by your own business rules rather than by a user clicking a button
* [**Route quotes for approval**](/salesforce/cpq/quote-approvals.md) — using standard Salesforce approval processes
* [**Track the quote lifecycle**](/salesforce/cpq/quote-statuses.md) — and close the Opportunity automatically when the customer checks out

## Getting started

{% content-ref url="/pages/XhPkqtfU8483JcGjiVLN" %}
[Setup](/salesforce/cpq/set-up-limio-cpq.md)
{% endcontent-ref %}

{% content-ref url="/pages/JYBE9ED08W5ySGK1rIOZ" %}
[New Quote](/salesforce/cpq/new-quote.md)
{% endcontent-ref %}

## Reference

* [Limio Quote Object and Field Definition](/salesforce/cpq/quote-object-definition.md) — every field on `Limio_Quote__c`
* [Checkout and Baskets API](https://docs.limio.com/api/checkout-api/checkout-and-baskets#initiate-subscription-checkout) — the Limio API behind preview and checkout links

## Related

* [**Checkout Link**](/salesforce/agent-assisted-ordering/generate-checkout-link.md) — the same sales-assisted link mechanism, used from the Acquisition and Renewal flows rather than from a quote
* [**Platform Events**](https://docs.limio.com/integrations/salesforce-data-integration/platform-events-flexible) — how Limio notifies Salesforce when an order completes, so quote and Opportunity status can update automatically


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