【Zoho CRM】見積管理機能(Zoho CPQ)に関するアップデート:商品設定と価格ルールの「フィルターと検索」UIの強化など

【Zoho CRM】見積管理機能(Zoho CPQ)に関するアップデート:商品設定と価格ルールの「フィルターと検索」UIの強化など

弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。

━━━━━━━━━━━━━━━━━━━━━━━━━━

▼ Zoho CRM の最新アップデート情報:https://zurl.co/Or8g

━━━━━━━━━━━━━━━━━━━━━━━━━━

 

今回は、Zoho CPQ機能に関するアップデート情報を紹介します。

┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈

【Zoho CRM】Zoho CPQ機能に関するアップデートのお知らせ

┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈

■ Zoho CPQ機能とは?

 

Zoho CPQは、Zoho CRM 内の見積書作成業務に自動処理を取り入れる機能です。ビジネスニーズに基づき、見積書における見積商品を商品構成や価格ルールを設定して自動化することができます。これにより、営業担当者は見積書の作成を迅速に行うことができます。

 

Zoho CPQ機能の基本情報については、以下をご確認ください。

今回、Zoho CPQ機能に以下のアップデートがありました。

  • 商品設定と価格ルールの 「フィルターと検索」UIの強化
  • 基準商品購入時の無料付属商品追加
  • 動的な付属商品の数量更新

本日は、この中から二つのアップデートをピックアップして、当方で実際に確認したUIを掲載いたします。


■ 商品設定と価格ルールの「フィルターと検索」UIの強化

 

今回のアップデートにより、商品設定と価格ルールの両方で詳細フィルターを利用した商品データの絞り込みを行えるようになりました。これにより、商品名、データの担当者、価格、その他のさまざまな項目に基づいて商品を検索できます。



■ 基準商品購入時の無料商品追加

 

今回のアップデートで、商品設定に無料の商品を追加するオプションが導入されました。商品設定で付属商品を追加する際に、「この商品を無料に設定する」というチェックボックスを有効にすることで、無料の商品を追加できます。

 

1. 設定 > Zoho CPQ > 商品設定の順に移動し、「商品設定を作成」をクリックします。

2. 商品設定の作成画面で設定名や詳細情報などを入力します。

3. 処理を設定する画面で「付属商品を追加」 を選択します。


4. 「この商品を無料に設定する」を選択し、「値を「0」または「無料」に設定する項目を選択してください」を設定します。

5. 「完了する」をクリックします。


他のアップデートについても、弊社のFAQにて掲載しております。ご一読ください。

 

また、本社のフォーラムにも今回のアップデートに関する投稿がございます。こちらもご参照ください。

 

▼ Addition of free products , dynamic quantity update & more — What's New in CPQ | August 2023

https://help.zoho.com/portal/ja/community/topic/addition-of-free-products-dynamic-quantity-update-more-%E2%80%94-whats-new-in-cpq-august-2023


今回紹介した機能は以下のプランからご利用になれます。

  • Zoho CPQ機能:プロフェッショナルプラン

…………………………………………………………………………………………………………

Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします!

 

フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。

 

───────────────────────────

▼ オンラインフォーラムのフォロー方法はこちら


───────────────────────────

Zoho ユーザーによる活用のノウハウやアドバイスなど、運用やサービスの使いこなしに役立つ情報が満載です。ぜひこまめにチェックしてみてくださいね!

…………………………………………………………………………………………………………

 



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • 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
                                  • Not reciving emails

                                    Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise
                                  • Not receiving MailChimp verification e-mail

                                    It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be
                                  • Creating my 2nd email account

                                    After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that
                                  • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

                                    Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.
                                  • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

                                    Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,
                                  • Transfert de domaine pour création des comptes emails

                                    Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation
                                  • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

                                    Kindly help me resolved this issue that i am facing here.
                                  • How are people handling estimates with Zoho inventory?

                                    We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing
                                  • Relative Date Searches

                                    Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing
                                  • Performance is degrading

                                    We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
                                  • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

                                    Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your
                                  • Dear Zoho CEO: Business Growth is about how you prioritise!

                                    All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
                                  • Payroll In Canada

                                    Hi, When can we expect to have payroll in Canada with books 
                                  • Please review and re-enable outgoing emails for my domain

                                    Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my
                                  • Payroll without tax integrations (i.e. payroll for international)

                                    It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in
                                  • goingout e mail block

                                    info@ozanrade.com.tr
                                  • Incoming mails blocked

                                    Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please
                                  • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

                                    Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
                                  • Configuring Email Notifications with Tautulli for Plex

                                    Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server
                                  • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                    Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                  • How to Set Up Zoho Mail Without Cloudflare on My Website

                                    I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like
                                  • Spam is Being Forwarded

                                    I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?
                                  • IMAP Block

                                    My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.
                                  • "DKIM not configured"

                                    Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?
                                  • Zoho mail with custom domain not receiving email

                                    i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho
                                  • Set connection link name from variable in invokeurl

                                    Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
                                  • Waterfall Chart

                                    Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
                                  • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

                                    First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
                                  • Issue with Importing Notes against Leads

                                    Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have
                                  • Trigger a Workflow Function if an Attachment (Related List) has been added

                                    Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
                                  • Creator Add Records through API - Workflows not triggered ?

                                    Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use
                                  • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                    Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
                                  • Important Update: Changes to Google Translate Support in Zoho SalesIQ

                                    We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation
                                  • FSM Improvement Idea - Show an Import button when there is no data

                                    I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                  • Zoho CRM Community Digest - July P1 | 2025

                                    Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build
                                  • can't login Kiosk URGENT

                                    already try, can't login pls help to support. thanks.
                                  • Join our BI & Analytics Workshop at Zoholics UK 🇬🇧

                                    Hello users, We are thrilled to announce a hands-on workshop at Zoholics UK, 2025, led by Ashwinth and Alan, our Product Experts. This session is designed for anyone who wants to move beyond raw data and truly understand their business performance using
                                  • What’s New in Zoho Expense (April – July 2025)

                                    Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling
                                  • Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

                                    You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over
                                  • Next Page