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: 


    Nederlandse Hulpbronnen


      • Recent Topics

      • How to insert an Excel/Zoho Sheet table in a chat?

        Hello, is there a way to paste an excel/zoho sheet table to a conversation without loosing table lines. I tried to paste a piece of a table and all the columns and rows were gone. How to easily paste a table without a need of sending a file? Katarzy

      • Mass Update Application Status

        How to update application statuses of Multiple Applications at once? Is that possible? If not then why please consider adding it It can save hours of manual work Thats the only Option I see

      • Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

        Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service help

      • Mail Search Not Working

        Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

      • Cannot Send Email to a Gmail Account

        Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts.  But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their

      • Unblock ME

        info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage

      • Cannot Print Landscape with Zoho Sheet

        I am noticing that when using the Zoho Sheet desktop for Mac, that even when selecting landscape as the print option, once you choose "Print", a second system dialog opens that automatically makes the view portrait again, and does not allow printing in

      • Power of Automation : Enhancing custom date field calculations by excluding Weekends and Holidays

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

      • portal.assignUserInProfile - Não esta adicionando

        Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");

      • CRM emails vs Campaigns

        Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered.  We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign

      • Reverse proxy

        We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.

      • Still client need to download .exe?

        Hello, the client for use zoho assist need everytime download .exe file and launch it?

      • Splitting a ticket's entire thread

        Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there

      • Editing the text on the Help Center home page

        Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.

      • WHMCS for Zoho Flow

        Can we use WHMCS for Zoho flow?

      • Online meetings through Calendar Booking form with options

        This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing

      • Agents permission per department

        Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

      • CRM notes

        I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

      • Alternative / optional Position

        How do you create an alternative position or an optional position (article) in offers?

      • جمود في الصفحة عند حفظ عمل

        عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل

      • ZOHO Books Canadian payroll Integration

        Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD

      • Zoho Desk Time Tracking and the Salary Privacy Issue

        Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.

      • How to Delete, Disable, or Remove Streams from the Mail App?

        Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

      • Delay in MX updates

        Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,

      • make.com integration

        Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error

      • Article Numbers for KB articles

        Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

      • Refund Request ,Zoho Mail Subscription (zoho suport is not replying)

        Hi Zoho Team, I recently subscribed to the Zoho Mail yearly plan, but after evaluating it, I found that the interface does not suit my workflow. I’ve already canceled the subscription from my end. As I’m well within your 30-day refund window, I’m requesting

      • File Encryption - Zoho Desk iOS app update

        Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.

      • Data encryption - Zoho Desk iOS

        Hello, Everyone! In the recent iOS version(v2.8.23) of the Zoho Desk app, we have supported data encryption. As a part of HIPAA Compliance, the Zoho Desk mobile app now allow users to encrypt the Desk mobile database as an additional layer of security.

      • Notify Admin when a user forgets to check-in or check-out at the designated time.

        Hello, I would like notify the Admin via email when a user forgets to check-in or check-out at the designated time. What is the best way to setup this email notification?

      • Assistance Needed with Prospect Conversion Issue

        Hi, I attempted to convert a prospect to an account, but received a pop-up notification indicating that the contact information matches an existing contact. I selected the option to add it to the existing contact, but it appears the prospect was not successfully

      • Mail Merge - unable to send more than 50 email

        Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.

      • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

        Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

      • UK payroll entries

        Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

      • Reverse Charge Services (Non-EU) Showing Correctly in 84/85 and 67, But Missing in Box 46 - Germany

        Hi, I'm located in Germany and I’ve set up my expenses for non-EU services (e.g., OpenAI, DeepSeek) under the reverse charge mechanism (§ 13b UStG) in Zoho Books, and I noticed some discrepancies in the VAT Summary Report. What’s Correct: Reverse Charge

      • Zoho Live Chat/Support

        What is going on with Zoho support lately? I've tried to use the live chat feature 4 different times and it refuses to connect to any (despite waiting over 30 minutes one of the tries). I finally gave up and emailed my question nearly a week ago and still

      • Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?

        Can we have a module to records Certificate No and TDS rates for Lower TDS Certificates by the vendors ?

      • Tip #38- Track Organizational Changes: A Guide to Using Action Log Viewer- 'Insider Insights'

        Hello Zoho Assist Community! Ever needed to trace who did what and when within your remote support operations? Let’s say your support team is growing, and you want to monitor key activities like settings updates, user invites, module changes, or permission

      • Answer Bot - Issues with language recognization

        When a user enters the phrase "gift vouchers" into the chatbot as their first message, the bot responds in French, even though: The default bot language is set to English The user's browser language settings are set to English All translate settings in

      • Tip of the Week #67– Avoid confusion – Mark duplicate threads.

        When customers send the same message to multiple email addresses, such as support@ and sales@, your team may end up seeing the same message in different inboxes. This creates confusion, risks double replies, and clutters your workspace. Use the Mark as

      • Next Page