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

    • Unable to add attachments to tickets through Desk API

      I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue

    • What's wrong with this COQL?

      What's wrong with this COQL? Code returns "invalid operator found". SELECT id, Name, Stage, Account, Created_Time, Tag FROM Production_Orders WHERE (Account = '4356038000072566002' AND Stage NOT LIKE '%customer%') ORDER BY Created_Time DESC LIMIT 200

    • [Feature Request] Add support for internationalized top-level domains mail hosting

      This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below

    • Add Enable/Disable to Field Rules and other Rules

      Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled

    • Syncing stuck for days

      Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help

    • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

      Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should

    • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

      Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.

    • API PARAMETER FOR TICKET CLOSED TIME

      Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias

    • Reply to email addresses wrong.

      I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".

    • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

      Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

    • Meeting integration with Otter.ai

      Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

    • How to close/delete a free creator account?

      I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?

    • Zoho books and zapier causes Invalid data provided

      I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The

    • CRM report

      Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam

    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

    • Enhancements to Client script?

      Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

    • Add views to new CRM UI navigation + Unlimited Webtabs

      Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put

    • E-Mail Distribution List

      How do I create an e-mail distribution list in Zoho Mail?

    • Custom "create meeting" button with more functionality than Zoho currently has?

      I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create

    • Error Code 4: Invalid value passed for JSONString

      Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

    • Organizing contacts/members by company

      I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but

    • Unable to search in Zoho Email

      I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

    • Response Time Report

      From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

    • Problem : Auto redirect from zoho flow to zoho creator

      Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

    • Zoho - Outlook plugin

      Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.

    • Threaded conversations for emails sent via automation

      Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

    • Zoho Books - Sales Person Information

      Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

    • Offline working in Zoho Creator portal

      Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor

    • Fetch Records using Dynamic Criteria

      Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];

    • Url filter Report date (pivot chart)

      Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos

    • Sending gmail to a particular person fails because the address gets changed to "gmaill", with a second "l" typo somewhere

      I send to bob@gmail.com (example) and get an error sending to bob@gmaill.com, only for this one person. Note the extra "l" in the email the system tried to send to, which was not in the address I entered. Can't find a typo in the contact or anywhere else

    • Emoji Support in Bigin CRM

      We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

    • Bigin Booking Pages enhancements

      I would like to ask for several enhancements for the brand new (and promising) Booking feature. 1. Add "Contact/Mobile" Field to Booking form We use Mobile as key (id), but unfortunately it is missing from the Booking form, only Home Phone is available.

    • Amount in words in Indian format

      Hi, I had coded the following code to convert amount in words. But in the code in the format of US like million. But i need in Lakh and Crore. So pls suggest ideas r post corrected code string Num2Words(int val) {     val_s = input.val.toString();     th = {"", "thousand", "million", "billion", "trillion"};     // uncomment this line for English Number System     // th = {"","thousand","million", "milliard","billion"};     dg = {"zero", "one", "two", "three", "four", "five", "six", "seven", "eight",

    • What are people using to send Service based emails?

      Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database

    • Standalone LMS tool

      Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?

    • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

      Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

    • An Overview of Dario Schiraldi Deutsche Bank Executive

      Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions

    • Emailing a document to WorkDrive

      Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

    • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

      Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the

    • Next Page