CPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.

CPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.

Hello everyone! 
We are elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record. These long awaited capabilities make CPQ a more robust and reliable system to manage your quotes in CRM. 

For the uninitiated, CPQ (Configure, Price, Quote) enables bespoke quote management in Zoho CRM by facilitating line item automation on your quotes. With CPQ, you can automate product addition, product suggestion and customized price calculations during the creation of a quote for a customer. If your business deals with multiple product lines and services, and involves dynamic pricing, then CPQ is especially useful in helping your sales teams draft instant, accurate quotes for your customers, which would otherwise be a herculean task prone to delays and errors, if done manually. 

CPQ in Zoho CRM has so far been supported for the default Quotes module only. If you have been maintaining your estimates in a different custom module instead of the default Quotes module, you can now run CPQ rules on it. Similarly, if you have organized your quoted items by using multiple sub-forms and wish for line item automation to kick in for all of those, you can now do this with CPQ as well. 

Let's understand these updates with the help of an example. Zylker Watch Associates sells exquisite wrist watches and various kinds of accessories. They maintain their quotes in a custom module called Estimates. Also, their price quotes are structured to include primary product items as the first sub-form and the accessories as the second sub-form.

With CPQ's extended support for custom modules and sub-forms, they can now dictate automated product addition, suggestion, and price calculations on both these sub-forms in this custom module called Estimates.


In essence, CPQ rules are now effective for all modules with at least one sub-form and a lookup field in that sub-form. Popular use cases for this capability include the following:
— Case 1: Default Quotes Module, Default Quoted Items Sub-form. This is already effective.

— Case 2: You want to run CPQ for custom sub-forms in either default or custom modules.
(a) Default module, Custom sub-form
For example, you want to make a note of the list of items a customer is interested in as part of the Deal itself. So you have included a custom sub-form in the Deals module called "Items interested in" and you have brought in Products as a lookup module here to record the list of products in question.

On this sub-form if you want to run CPQ rules, that is possible now in CRM.

(b) Custom module, Custom sub-form:

Case 3: Default inventory modules aside from Quotes (Purchase Order, Sales Order and Invoice).

These extended capabilities in CPQ make it much more flexible and powerful for running your sales operations efficiently. Do give these updates a try in your CRM account and let us know your questions or suggestions by commenting below.

Further Reference: Help documentation

    • Recent Topics

    • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

      Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

    • タスクを問い合わせテンプレートに追加

      タスクを問い合わせテンプレートに自動で追加されるようにしたいです。どうしたらいいですか

    • Placeholder for Agent Signature in Email Templates

      Dear Zoho Team, I hope this message finds you well. We currently face a limitation when designing email templates in Zoho Desk. While we can create email templates and include a footer at the end, the agent signature is always appended by default at the

    • Custom Profile Agents Unable to Update Mandatory Phone Number in tickets under Zoho Desk

      Hi, While working in the Ticket module in Zoho Desk, agents with a custom profile are unable to update the Phone Number field (which is mandatory) under Account Information. The agents need to enter values such as "NA" or "Nil" in the field to close the

    • Response Violation - Zoho Desk

      Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.

    • How to Replace an Assessment in a Job Opening on Zoho Recruit

      Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

    • Updating existing values in a list

      Is it possible to update an existing value in a list? For example if I wanted to append text to an existing string value that I had previously added to a list is that possible? I'm able to extract the existing value (get() function) and append the additional text, but can't find a way to add the new value back to the list in the same index location. One work around I found was to delete the existing list entry and then add the new value, however this changes the index location to the last entry in

    • Host not reachable

      Good morning. I have four mail accounts and they have been working well for years. Now, suddenly, I am unable to send any e-mails from any of them. I allways have this pop-up: Thank you. Regards. Luis Fernández

    • BIN Locations

      Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks

    • Zoho Marketing Campaign

      I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

    • Zoho Marketing Automation APIs

      When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?

    • Adding Folders in Android App

      Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

    • Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

      I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available

    • Ability for customer to give feedback after receipt of an order

      Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

    • Issue with EU MArketplace

      Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the

    • Conversion of functions from Google Spreadsheets

      Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Zoho Books | Product Updates | November 2024

      Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

    • Spell check sucks

      Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

    • Signature image logo not displaying in recipient mail clients

      Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin

    • Sales Order, what are the statuses under Confirmed and Closed

      Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

    • Notifications for calendar meetings

      So we have been happy users for a few months now. This is an important problem we face, since I have forgotten meetings already cause of lack of notifications. The problem: I have notifications (email, popup and notifications) set for my calendar by default.

    • Reusuable Sections & Universal Brand Settings

      Zoho Email Campaign setups take longer than other software I've used because it doesn't have reusable sections or universal brand settings (fonts and colors). These enhancements should be added to help us create our campaigns more easily.

    • Blockchain technology

      Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology

    • Este domínio já está associado a esta conta

      Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

    • not able to hit inventory api

      when i hit the api with my account keys and the access is provide by the client

    • Remove County field from Customer Address input screen (or allow input to be deleted)

      We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we

    • 553 Relaying disallowed error

      Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured

    • !! URGENT My sent mail goes to spam

      I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks

    • Event Time Zone in meeting invites are confusing users

      When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

    • Request For Quotation (RFQ) module

      Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

    • Constant Sync Errors 🙄

      I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

    • Display your zoho contact name when they call your mobile number

      As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

    • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

      We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

    • javax.mail.authenticationfailedexception 535 authentication failed

      Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

    • Out of Office not working

      I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

    • Always display images from this sender – Is this feature available?

      In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

    • Some emails are not being delivered

      I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

    • Unbilled Items Report?

      Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

    • Making Calls Using ZDialer on Zoho Creator Widgets

      The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?

    • Next Page