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

    • Using gift vouchers

      We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

    • Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

      This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //

    • Redirect after submission is not working after a few submission

      I have setup redirect url correctly and everything works as expected. However, it seems that there's a limit to the number of submissions before the redirect stops working. After the "limit" is reached, the page redirects to a seemingly zoho hosted page,

    • Enhancement Request for Multi-Asset Work Order Feature

      Hello Latha, Thank you for your continued support. The multi-asset Work Order feature is extremely helpful. I did some testing based on our requirements, and during the process, I noticed a few areas where we need your team’s support to improve the feature

    • Marketing Tip #8: Run limited-time offers

      Exclusive offers that don't last long make shoppers purchase right away instead of waiting. Run a flash sale or limited-time discount to convert interest into sales. Try this today: Set up a "Buy X Get Y" coupon in Zoho Commerce valid for a limited time

    • Add Option to Mass Dispatch by User

      Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to

    • Free webinar: Zoho Sign unwrapped – 2025 in review

      Hey there! 2025 is coming to an end, and this year has been all about AI. Join our exclusive year-end webinar, where we'll walk you through the features that went live in 2025, provide answers to your questions, and give you a sneak peek on what to expect

    • Zoho Projects - Email notification relabelling of modules not present on default templates

      Hi Projects Team, I noticed that in the default email template notification, the word "bug" was not renamed to the lable I am using in my system. As many users may used the Bugs modules for various purposes including Changes, Revisions, Issues, etc...

    • Publish to LinkedIn via API

      Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

    • 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

    • Include the "Added Email ID" to the Filters of a Report

      Hi, With a Report and lots of entries, a normal thing is to filter entries by the submitter, but that is not included in the Auto Filter of Reports and you can't add a custom filter to a Report without specifying the actual value. I would like to be able

    • Loops in Deluge

      Hi, Can someone tell me how I do a simple loop in deluge? For example, if i have a variable "X" containing a number of loops to perform, i would like to perform an action X amount of times. X = 10; do while (Y < X){       // ... do something } to further explain, the equivalent in PHP of what i am trying to acheive would be: $X = 20; for($Y = 1; $Y < $X; $Y++ ){       // ... do something } Thanks

    • I am facing a problem with an if-else condition

      If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block

    • Zoho Projects - Reply by email to @ mentions posted on the Feed.

      When mentioning someone on the Feed (Status), it would be great if that mentioned person could reply to the email notification to update the Feed thread.

    • Add home page or dashboard in CRM customer portal

      is it possible to add home page or dashboard in CRM customer portal?

    • Zoho Analytics Bulk Api Import json Data

      HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

    • Record Overseas Transactions Along with CC charges

      Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we

    • Product Updates in Zoho Workplace applications | October 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this October. Zoho Mail Create Signature from Compose window You can now effortlessly create a Signature using the Create

    • Subform data to Sheets

      I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-data

    • E-Invoicing in Belgium with Zoho Books

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing

    • Edit Contact Roles in the Potentials Mod

      New to ZOHO so I need some help. I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project. In the Potential Mod you can pick contacts and assign a Role to them. I know

    • Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?

      Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris

    • Auto-sync field of lookup value

      This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

    • Hide fields only for creation

      Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • Font Size 11 - Zoho CRM Email Templates

      Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

    • Error 400 Booking

      Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • How do I change a form's name? Why isn't this more intuitive?

      Can someone please let me know how to change a form's name?

    • Link Purchase Order to Deal

      Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

    • Recruit paid support?

      Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Zoho Projects - Unread Comment Icon

      Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed

    • E-Invoicing in Belgium with Zoho Billing

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works

    • Zoho Projects - Email Notifications for Feed Updates

      Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has

    • Zoho Analytics Export API

      Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.

    • Loading Project Balances in ZOHO Books for each project

      Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from

    • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

      Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

    • Zoho Projects - Update Feed via API

      Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you

    • Zoho Sites "pages" management page

      I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

    • Next Page