Definition
Generate Orders is a CPQ (Configure, Price, Quote) and Billing feature that automatically creates Order records from contracted quotes. It converts accepted quotes into orders for fulfillment and billing, streamlining the quote-to-cash process. Visual Workflow templates for generating orders are also available on the AppExchange for customization.
Real-World Example
Consider a scenario where a sales manager at TrueNorth Software is working with Generate Orders to optimize the sales process and give the team better visibility into deal progress. After configuring Generate Orders, reps spend less time on data entry and more time selling. Pipeline accuracy improves and the forecast becomes a reliable predictor of quarterly revenue.
Why Generate Orders Matters
Generate Orders is a Salesforce CPQ (Configure, Price, Quote) and Billing feature that automatically creates Order records from contracted quotes. After a quote is accepted and contracted, Generate Orders converts the quote into orders that drive fulfillment and billing processes. This automation streamlines the quote-to-cash workflow, eliminating the manual rekeying that would otherwise happen between sales and fulfillment teams.
Generate Orders is part of the broader CPQ and Billing toolkit. The flow typically goes: Quote -> Contract -> Order -> Invoice -> Payment, with each step generating the next. Generate Orders handles the Contract to Order step automatically based on configured rules (like splitting orders by product type or fulfillment timing). For organizations with complex order structures, Visual Workflow templates for generating orders are available on the AppExchange to customize the generation logic. Without this automation, the gap between sales and fulfillment becomes a manual process that's slow and error-prone.
How Organizations Use Generate Orders
- •Cobalt Ventures — Uses Generate Orders to automatically create fulfillment orders from contracted quotes. Sales finalizes the contract, fulfillment receives the orders, no manual handoff.
- •NovaScale — Configured Generate Orders to split orders by product line so each fulfillment team gets only their relevant items.
- •TerraForm Tech — Combined Generate Orders with custom Visual Workflow templates from AppExchange to handle their complex order generation rules.