Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

Hello everyone, 

We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management.
NOTE: CPQ was a public early access feature from March 2023 — January 2024.
Since February 2024, this is a public feature.

What is CPQ?

CPQ stands for Configure, Price, Quote. In simple words, CPQ is a software application designed to enable sales teams to create bespoke, accurate quotes for their customers, efficiently and quickly. CPQ is especially valuable when you have multiple product lines or service categories which involve dynamic pricing.

Why CPQ?

One of the biggest challenges sales teams face while navigating a sales process is the awfully long sales cycles for a specific deal. Now there could be many reasons for this length— the high value of the products could genuinely need that time. Or there are several stakeholders in the decision-making process, so that could consume a good amount of time. In such cases, having done their best, sales teams probably have to wait. But if the delays are attributed to delays or inefficiency with internal processes, then it is completely in the organization's control to identify and improve those systems.

Quote management is one such area where there could be undue delays due to which the sales process can take longer, or at times be unsuccessful. When you spend a lot of time and energy nurturing leads and converting them to opportunities, you need to ensure that when you reach a negotiation stage, the relevant quotes are also accurately drafted in a timely manner and sent for review, to close the deal promptly. Delays or inefficiency here could potentially cost you the entire deal.

Depending on the organization's processes, product lines, and pricing models, this stage can be very challenging and even complicated for some sales teams.

Consider cases of products sold along with specific accessories for free. Or the case of annual discounts and special offers. Every time a salesperson drafts a quote, they need to check the latest applicable offers, discounts, product combinations, and create an accurate quote for the customer, who is by the way still waiting for the quote after their deal was confirmed. In this process, manual error, red tape in processes, and lack of knowledge transfer within sales teams regarding updated prices and products could lead to serious delays in sales quotes and also make them inaccurate. As a result, the customers get frustrated, and this in turn prolongs your sales cycle.
In order to help this scenario, you need an effective CPQ engine, in other words, a solution called Configure, Price, Quote, in order to help you with bespoke quote management.

We are happy to announce the public release our own in-built CPQ system for CRM. With CPQ's line item automation, you can create timely, accurate quotes effectively. You can also upsell and cross sell with automated product suggestions in the CPQ engine and have all these data and possibilities inside your CRM system, contextually

Following are the rich feature sets of CPQ for Zoho CRM.

  • Configure the auto-addition of associated products in a quote upon the selection of a primary product.
    You can also mark a product as free while doing so.
  • Invoke product suggestions to a sales rep while creating a quote for effective upsell/cross-sell.
  • Apply direct or volume based list price/discounts on product line items automatically using price rules. 
  • Auto-update the quantity and price of secondary/associated products based on primary product.
  • Build your own interactive product recommendation system using Guided Selling.
  • Apply CPQ rules for any custom module or sub-form within a module. In case you are maintaining your quotes in a different module called Estimates, or you also want to apply CPQ for Invoices, you can do so.
Let's understand the capabilities of CPQ for Zoho CRM with the example of Zylker Watch Associates, an organization that sells a range of wall clocks, wrist watches and smart watches.

Product Configurator and Price Rules:

Here is a quick simple example to understand how price rules and product configurator can be applied for Zylker's scenarios.
— When a customer purchases a specific kind of expensive wall clock, a wristwatch set is offered for free.
— Besides, a year-end discount rule based on the purchase date will also apply a 20% discount on the list price of the wall clock.



Learn more>> How CPQ works

Dynamic quantity update for automated line items.

When multiple products are sold together, regardless of whether the secondary products are for free or come with a price tag, you need to define how many units of the secondary product need to go with the primary product.
 
In the case of Zylker Watches, consider the same scenario where a wristwatch set is offered for free upon the purchase of a wall clock. Now what if in a single order, 5 wall clocks are placed? Then, according to this plan, five sets of wrist watches should be added for free.

So the free product's quantity should "dynamically" change in the quote, based on the primary product's quantity. In this case, the formula to calculate the same would be, "Primary product's quantity * 1".

 
This is also possible in CPQ. You can also specify an absolute number or a dynamic value in the rule.


Building CPQ rules for custom modules and subforms

CPQ's product configurations and price rules can also be created for custom modules and custom subforms. Assume that Zylker Watch Associates is maintaining their quotes in a custom module called Estimates. Also, consider that in a different scenario, 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.

Guided Selling

With CPQ's Guided Selling, you can create your own tailored and interactive product recommendations based on the unique needs and preferences of each customer, thereby enabling sales people to choose the most relevant products for them and create accurate, tailor-made quotes instantly.

In the case of Zylker Watch Associates, let's say a customer Leota is on the phone with a sales rep and is looking for a wristwatch for herself. Leota is quizzing the sales rep on the watches available, however the sales rep finds it difficult to narrow down to the particular product that would suit Leota's preferences. In this case, let's see how Guided Selling effectively helps the sales rep with recommendations based on the customer's preferences. Note that you can build this recommendation system yourself for your organization with CPQ's Guided Selling. 


 
So with CPQ's automated product addition, suggestion, price calculation, dynamic quantity update, guided selling setup, and flexibility to apply all these configurations to any custom module or custom subform, makes your quote management process greatly efficient and in turn accelerates your sales cycle and processes.

Roadmap:

We are constantly working on building the CPQ capability in Zoho CRM in order to maximize your experience. Here are a couple of key improvements that are on our roadmap for CPQ.
  1. Sandbox support — You will be able to setup product configurations and price rules in Sandbox before deploying them to the production environment.
    Tentative ETA:  End of Q2-2024
  2. You will also be able to build Guided Selling for custom modules aside from Quotes.  
    Tentative ETA: Q3-2024
To learn more, visit the following documents on CPQ: 


    • Recent Topics

    • Button ''I'm Interested'' won't translate

      Since our main platform is in French, I would like to get this ''I'm Interested'' button translated to French ''Je suis intéressé''. We managed to translate the whole carreer site in French, except the button. How come ? We have a standard subscription,

    • Feature request - image resizing on sales orders

      I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • "Unlink" Advance from Bill without Deleting the Payment Record

      I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill

    • Email Parser Not Extracting Fields Correctly with Certain Label Formats

      I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:

    • Train Zoho Answer Bot Based on Customer

      Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have

    • Introducing Built-in Telephony in Zoho Recruit

      We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every

    • Prevent tracking users from specific countries

      Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,

    • Zoho CRM Community Digest - February 2026 | Part 1

      Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up the

    • Nouvelle fonctionnalité : donnez du style à vos pages avec le Branding

      Que vous prépariez un webinaire important. Vous avez investi du temps dans votre contenu, invité des intervenants de qualité, et les inscriptions commencent à affluer. Mais votre page d’inscription ? Elle ressemble à toutes les autres : générique, sans

    • How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

      Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.

    • Marketing Tip #24: Encourage customers to leave reviews

      Reviews are one of the strongest trust signals in ecommerce. When shoppers see real feedback from other customers, they feel more confident about buying, especially when they’re choosing a brand for the first time. Not all reviews are equal. Detailed

    • Organization wide Account and Contacts Visibility/Sharing Capabilities?

      Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

    • Introducing Bigin's all new integration with Microsoft Teams

      Picture this: You are on call with your team to discuss some important deals that need to be closed soon. While discussing each deal, your team has to switch back and forth between your Teams account and Bigin account to refer to details about the deal.

    • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

      Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record

    • This version of app doesn't support this notecard type Error

      So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web

    • Issue with Picklist Dropdown Not Opening on Mobile

      Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

    • an issue in Zoho CRM where the workflow rule is not triggering

      H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this

    • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

      Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

    • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities

    • Account Review Pending - Daily Limit 100

      Hi ZeptoMail Team, I'm writing to request a manual review of my account. I am currently stuck on the 100-email daily limit and cannot purchase credits. Status: My domain is already verified (DKIM/CNAME). Issue: The "Customer Validation" option is no longer

    • Is this a SCAM email or is it really Zoho?

      L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.

    • How to close an estimate ?

      Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be

    • Updating Analytical Fields Data

      Dear Zoho team, I'm having an issue with the recently added fields in both Analytical Desk and Analytical. How can I generate the data in Analytical when new fields are added? https://analytics.zoho.com/workspace/2436819000000007005/edit/24368190000

    • Looking for Guidance on Building a Zoho Website

      I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd

    • My Zoho mail stopped receiving or sending emails about 3 hours ago

      Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under Settings

    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

      Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and

    • Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

      Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted

    • Is it possible to use HTML formatting in SMS messages sent from Zoho?

      Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho

    • Email Insights included in Bigin emals are marked as SPAM everywhere

      Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

    • How do I import Connected Records for a Deal?

      Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec

    • File Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM

      Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. When

    • Zoho Training

      Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client

    • Detailed list of scoring rules in Zoho CRM

      Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based

    • How to create a summary document from Projects details

      Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer

    • Host in US Data Centre

      I humble apply to be registered on US Data centre

    • convert the project to templet

      i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

    • Next Page