Configure, Price, Quote (CPQ)
Build product configurators with option groups, rules and bundle discounts, and use them from deals and quotes.
CRM → CPQ lets admins describe products that are sold with options, so reps can only quote combinations that work and are priced correctly.
The dashboard
The figures at the top show active configurators, active approval rules, requests waiting on you, pending requests, requests approved and declined in the last 30 days, and the average time to a decision. Click any figure to open the list behind it.
Building a configurator
Only admins can create or change configurators. Click New configurator, then set:
- Name, category and description. Reps see the description when they configure the product.
- Base product. Optional. Pick a stock item or service from your catalogue, or type a name. Give it a price, a cost (used for margin) and a floor price (selling below it needs approval if you have a floor-price rule). Tick Base is recurring for a subscription and choose the billing cycle.
- Option groups. Each group is either Pick one, Pick any or Set quantities, can be required, and can have a minimum and maximum.
- Options. Pick a catalogue item or type a name. Each option has a price, cost, floor price, one-off or recurring billing, and can be selected by default.
Use the copy button on the list to start a new configurator from an existing one. Deleting a configurator does not change deals or quotes already priced from it.
Rules
Rules are checked every time the rep changes a choice.
| Rule | What it does |
|---|---|
| Requires | Picking the option needs every target picked too |
| Excludes | Picking the option rules out the targets |
| Includes | Picking the option adds the targets automatically |
| Bundle discount | Picking all the targets takes a percentage off each of them |
Add a message to explain a rule to the rep. A rule can't target the option it starts from, and a bundle discount must be more than 0% and no more than 100%.
Using a configurator
- From a deal: open the deal, then Products & Pricing → Configure. The configured lines are added to the deal.
- From a quote: in the quote editor, click Configure a product. The lines are added with their list price, cost and recurring billing.
While choosing, the rep sees the one-off total, the monthly recurring total, bundle savings and the margin. A configuration that breaks a rule or misses a required group can't be added.
Approvals
To stop deep discounts or thin margins going out, set up approval rules.
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