Troubleshooting CPQ in Zoho CRM

Receiving a “No Permission” error while trying to create a CPQ rule.

The 'No Permission' error shows only when a user profile is restricted with any access for the Module or Layout for which a CPQ rule is being created, or when restricted/disabled for all actions under Setup > CPQ. Navigate to CRM Setup > Security Control > Profiles, go to the respective profile to update its permissions accordingly. If you still have trouble after providing access, contact support for assistance.

The products added to the Quote are inappropriate to the CPQ configured.

Navigate to CRM Setup > CPQ. Open the Rules setup and check the criteria configured for each rule. To avoid skeptical triggers, make sure the criteria set for each rule don't duplicate or include contradictory conditions. If the issue persists, contact support for assistance.

Only one CPQ rules setup is working, while another is not.

Review both rules and conditions. When there are two rules with similar trigger criteria, only one actively triggers. To apply both rules consecutively, adjust the second rule’s entry criteria, including the first trigger, so the record meets to trigger both conditions. Contact support if found not working or need any assistance.

Unable to create a product configurator for a custom module.

The CPQ is a line item automation feature. Creating Product configurator only works for modules that have at least one sub-form associated including a look-up field within. Otherwise, when trying to set, the user will automatically receive a notification encouraging them to choose a different module or layout.

Ensure you choose the right Module, or you have the pre-requsites available in the respective module to be able to complete this setup. If you are still having trouble, contact support for assistance.

The configured product suggestions are not working according to the criteria they were set under.

If the respective products set in the criteria are not getting associated within the record, check if they match the Criteria order set along, as well as matching its conditions. If the issue persists, contact support for assistance on a live session.

Not all of the products are listed while creating the product configurator.

Ensure all the products available in the module list are active and accessible. Additionally, if you are working on Sandbox, check if all those product records are available and active on the Sandbox account as well. Only the active products will be listed on the Product Configuration list.
If the products are still not listed being active and available, contact support for further assistance.

While trying to update a record according to CPQ suggestions, it returns without any changes.

This could be due to any Custom-Client Scripts associated with the respective action. Or could be due to any temporary technical hiccup with UI rendering. Please contact support in a live session for further assistance.