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.
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.
Learn more>> Dynamic quantity update in CPQ
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.
- 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 - 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:
1. What is CPQ?
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vaagdevi Ravishankar
Zohoboy
Ishwarya SG
Sophie
Sticky Posts
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesVoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria
VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute ExpandedWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Partially receive PO without partial Bill?
Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive2 users editing the same record - loose changes
Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,How to get the Dashboard page to be the first page when you open the app
So when it opens on a tablet or phone it opens on the welcome page, thanks.How I set default email addresses for Sales Orders and Invoices
I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons DepartmentsFormula fields not refreshing until page is reloaded
I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amountHow can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?API ZOHO CRM Picket list with wrong values
I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those valuesGroup Emails
I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.Enable Password Import option in ulaa browser
Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually"Is Zoho CRM customer" vs "Is linked with Zoho CRM"
Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked withClient Script | Update - Introducing ZRC: Simplified HTTP request library
Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (ZohoSelection Filed for Data Export section
Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to chooseWhat if I dont see contacts on the left side list
My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.Comments Vs. Replies
I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!Transitioning to API Credits in Zoho Desk
At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to giveCan you prevent closing Ulaa window when the last tab is closed (inadvertently)?
Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.Microsoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill andRemoving Related Modules Lookup Fields Assignment / Relationship
Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the thisMultiple email accounts, one phone
Hi, I have my own businesses that use Zoho mail, now I would like to use zoho mail also for a local charity. But I noticed adding a phone number is compulsory for registering an account, and I only have one phone. This means I can not open an account because my phone number is already in use for another account. Can this be fixed? Thanks VincentKaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over theSeriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiplecan I link a contacts to multiple accounts
can I link a contacts to multiple accountsFree webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit
Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.Open Activities view.
I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activPotentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer
I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.Potentially hardcoded list of Browsers to import from (after Ulaa Setup)
I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsersFrom Layout to Code: Finding Custom Field IDs in Zoho Projects.
Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field detailsCan I create multiple Zoho mail accounts?
Hey there I've searched the FAQ for this but didn't find the answer I was looking for. I like to have a different e-mail address for personal stuff, for creating account on websites, and for online banking / e-commerce. Is it allowed to create three accounts for one person on Zoho? I already have one personal e-mail address, can I sign up two more times from the homepage? ThanksEmployee type and source translation
In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translatedSync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App
Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in myRequest for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities
I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggestedNotebook audio recordings disappearing
I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?
Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk helpZoho Desk: Q2 2025 | What's New
Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents toCheckboxes not adhering to any policy in mail merge - data from CRM
I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updatingItems Landed Cost and Profit?
Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide theCC and/or BCC users in email templates
I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submittedCreate Contract API Endpoint Unclear "inputfields" Requirements
Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_nameKaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss Handling Notes through Zoho CRM API. What will you learn from this post? Notes in Zoho CRM Working with Notes through Notes APIs 1. Notes in Zoho CRM 1a. Why add Notes to records? Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes inNext Page