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

    • Auto shapes in Zoho sheet.

      Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?

    • I Can't Clone Webinar that I Co-Organize

      How do i get our account admin to give me permission to clone our webinars? I am a co-organizer

    • How to get the call recording external ID via desk API

      I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

    • Can't View Project Names in Mobile App

      I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,

    • How do you print a refund check to customer?

      Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

    • Notebook

      I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.

    • Domain Mapping & Image Publishing Issues on Zoho Sites

      Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue

    • Prevent duplicate with custom fields?

      I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

    • How to Automate Monthly PDF Reports with Filters in Zoho Creator

      Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields

    • Feedback: Streamlining Note Management in Zoho Notebook

      Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and

    • showing Limit exceeded

      Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on

    • Sorting columns in Zoho Projects

      Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,

    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

    • update linked contacts when update happens in account

      Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • Does Attari Messaging app have Bot option and APIB

      Hi, Does Attari also have Bot and API as we use in WhatsApp??

    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

    • Email login error

      Login successfully but email page error

    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

    • Change of Blog Author

      Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • How to record company set up fees?

      Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

    • Show Payment terms in Estimates

      Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

    • How can I calculate the physical stock available for sale?

      Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?

    • When dispatched to crew, assigning lead missing

      Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

    • I want to transfer the project created in this account to another account

      Dear Sir I want to transfer the project created in one account to another account

    • Weekly Tips : Customize your Compose for a smoother workflow

      You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

    • Custom Bulk Select Button

      Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

    • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

    • BUG - Google Business Buttons - Add a button to GBP Post

      I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

    • Do you have software like Windows software?

      We want swadeshi software

    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

    • Next Page