Add a free quoting system to every Salesforce engagement and charge for the setup.
SilkQuote is a free, AppExchange-listed Salesforce quoting app. Your clients get a production-ready quote workflow. You get a repeatable services package.
How you make money
The app is free for your clients. The setup, customization, and ongoing support are yours to scope and bill. Here's what that typically looks like:
- Template design & build Custom-branded PDF layouts, conditional sections, product tables. $1,500–$5,000
- Automation & flow setup Auto-generate quotes from Opportunity stages, trigger approvals, route to deal room. $2,500–$8,000
- CPQ migration assist Help clients off Salesforce CPQ (end-of-sale) or Conga onto a lighter quoting layer. $5,000+
- Ongoing retainer Template updates, new product lines, admin support. $500–$2,000/mo
What delivery looks like
The Quickstart package is a defined scope you can drop into any proposal. Install, configure, and launch SilkQuote for your client's Salesforce org. They leave with live quoting, a branded template, and reps who know how to use it.
Suggested scope: App install, up to 2 branded PDF templates, Opportunity field mapping, deal room setup, quote generation flow or button, rep training, and admin handoff documentation.
Timeline: ~2 weeks Suggested price: $2,500–$4,000 Effort: 10–20 hrs
Common questions
Yes, completely free. Every feature, unlimited users, no trial period. Your services fee is separate and entirely yours.
Professional, Enterprise, Unlimited, Developer, and Performance editions. No CPQ license required.
Yes. SilkQuote is the document and delivery layer. It works alongside CPQ for clients who have it, and replaces it for clients who don't need a pricing engine.
No. No partner fee, no certification, no formal enrollment. Just book a call if you want a walkthrough before recommending it to a client.
Get started
Book a 30-minute call. Walk through the app, ask questions, and figure out if there's a fit for your current pipeline.
