Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

Greetings Customers!

We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be available to all within a week. As we move ahead, you can expect further enhancements and added functionalities.

Please note that while the CPQ feature will be enabled to all customers, one of its components, called Guided Selling, will be available upon request. Guided Selling is a holistic way of filtering the product selection to meet the customer's requirements. It presents a series of product-specific questions and narrows down a list of products based on the user's responses. 

-------------EDIT As on 17/10/2023--------
Guided Selling in CPQ, which was available on Request-based Early Access, has now been released to all eligible users across DCs. Guided Selling is as accessible as other features in CPQ. Please learn more about Guided Selling from here: https://help.zoho.com/portal/en/kb/crm/cpq/articles/guided-selling
-------------------------------------------------------

What is Configure, Price, Quote (CPQ)?

CPQ is a sales tool that helps you share customized and accurate quotes with customers in just a few clicks. Pre-configure product combinations and price rules and create bespoke quotes, along with applicable taxes and discounts. This is a transformative tool for businesses with multiple product lines. Please note that currently, the CPQ feature only supports Zoho CRM's native inventory modules.

How to access CPQ in Zoho CRM

Click on the gear icon in the top-right corner of your Zoho CRM account. On the Setup page, you can access your CPQ settings and configure your product and price rules.


How does CPQ in Zoho CRM work?

CPQ centralizes the pricing and product inclusions in quotes salespeople generate, allowing them to sell more quickly and efficiently. In addition to Zoho CRM's built-in inventory management, CPQ expedites quote creation and enhances the customer's purchase journey. The two building blocks of the CPQ solution are the Product Configurator and Price Rules.
 
The Product Configurator enables you to pre-define automated actions like product additions, suggestions, and field updates for a single product or a combination of products. You can set multiple criteria to qualify these product rules across various modules in CRM. This cross-module capability enables salespeople to customize quote generation by including different record types, such as deal amount, region, vendors, and so on.



Price Rules help to accommodate conditional pricing; i.e., you can pre-set list prices and discounts for products that meet specific conditions. It can also qualify price rules according to cross-module conditions.



After you configure your rules in CPQ, the pre-defined actions are executed automatically when your salespeople create quotes in Zoho CRM. Watch this video for a quick overview of CPQ:


Guided Selling

Guided selling in CPQ quickly refines the results from the product catalogue based on the customer's requirements. For this, you just have to create a series of sequential questions and map the input answers to appropriate fields across various CRM modules—namely, the Contacts, Accounts, Deals, and Products modules. So during quote creation, salespeople just have to specify the product requirements, and the Guided Selling functionality in CPQ suggests the right product. 


How can you benefit from a CPQ solution?

It's essential for businesses today to keep up with prospects' evolving needs and offer solutions quickly before they move on to other alternatives. One aspect of sales conversion is sending a customized quote to your prospect while making necessary modifications when required. And relying on outdated legacy systems and manual effort can only lead to more errors and delays. A CPQ solution ensures your salespeople can generate customized quotes quickly and thereby enhance the purchase experience.
  • A CPQ solution, along with Zoho CRM's built-in inventory management functionalities, enables you to build a more comprehensive sales cycle.
  • It expedites your quote management process, enabling your salespeople to save time and effort.
  • It minimizes the risk of errors due to misinformation or typos during quote calculation.

Watch our recorded webinar to get an overview of Zoho CRM's CPQ feature and how it works.



Resources: Help docs



    • Recent Topics

    • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

      As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

    • Feature Request: Ability to Set a Custom List View as Default for All Users

      Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like

    • Adding Multiple Products (Package) to a Quote

      I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't

    • webinar registration confirmation are landing in SPMA folders

      I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Delegates should be able to delete expenses

      I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

    • Add Save button to Expense form

      A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

    • Multiple organizations under Zoho One

      Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Unbundle feature for composite items

      We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form

    • Regarding the integration of Apollo.io with Zoho crm.

      I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

    • MTD SA in the UK

      Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'

    • workflow not working in subform

      I have the following code in a subform which works perfectly when i use the form alone but when i use the form as a subform within another main form it does not work. I have read something about using row but i just cant seem to figure out what to change

    • Fetch data from another table into a form field

      I have spent the day trying to work this out so i thought i would use the forum for the first time. I have two forms in the same application and when a user selects a customer name from a drop down field and would like the customer number field in the

    • Record comment filter

      Hi - I have a calendar app that we use to track tasks. I have the calendar view set up so that the logged in user only sees the record if they are assigned to the task. BUT there are instances when someone is @ mentioned in the record when they are not

    • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

      Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any

    • FSM too slow today !!

      Anybody else with problem today to loading FSM (WO, AP etc.)?

    • Not able to Sign In in Zoho OneAuth in Windows 10

      I recently reset my Windows 10 system, after the reset when I downloaded the OAuth app and tried to Sign In It threw an error at me. Error: Token Fetch Error. Message: Object Reference not set to an instance of an object I have attached the screenshot

    • Mapping a custom preferred date field in the estimate with the native field in the workorder

      Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom

    • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

      Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery

    • Delegates - Access to approved reports

      We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,

    • Split functionality - Admins need ability to do this

      Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in

    • Is there a way to request a password?

      We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,

    • Single Task Report

      I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the

    • Auto-response for closed tickets

      Hi, We sometimes have users that (presumably) search their email inbox for the last correspondence with us and just hit reply - even if it's a 6 month old ticket... - this then re-opens the 6 month old ticket because of the ticket number in the email's subject. Yes, it's easy to 'Split as new Ticket', but I'd like something automated to respond to the user saying "this ticket has already been resolved and closed, please submit a new ticket". What's the best way to achieve this? Thanks, Ed

    • How to Push Zoho Desk time logged to Zoho Projects?

      I am on the last leg of my journey of finally automating time tracking, payments, and invoicing for my minutes based contact center company - I just have one final step to solve - I need time logged in zoho desk to add time a project which is associated

    • Cannot access KB within Help Center

      Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers

    • Export to excel stored amounts as text instead of numbers or accounting

      Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

    • why my account is private?

      when i post on zohodesk see only agent only

    • Getting ZOHO Invoice certified in Portugal?

      Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.

    • 500 Internal Server Error

      I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.

    • Client Script | Update - Client Script Support For Portals

      Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all

    • Professional Plan not activated after payment

      I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a

    • how to edit the converted lead records?

      so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

    • Auto Update Event Field Value on Create/Edit

      Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'

    • Pre-orders at Zoho Commerce

      We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • Zoho Pagesense really this slow??? 5s delay...

      I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

    • Payroll and BAS ( Australian tax report format )

      Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

    • Problem with Email an invoice with multiple attachments using API

      I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only

    • Next Page