Custom quoting simplified
A great quote gets the ball rolling for a thriving partnership by establishing trust. Zoho CRM's CPQ functionality transforms complex quoting into an effortless process with smart tools for pricing, product bundles, and customer-specific solutions.
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A quote done right moves more than numbers
When done right, a quote can move decisions. Configure automated product bundles. Apply dynamic pricing rules and parameters. Create singular quotes for your customers with precision.
Quote after quote
Product suggestions so natural, they feel almost intuitive. With smart recommendations for complementary up sells and cross-sells, each suggestion feels like a personal conversation, not a transaction—which enhances the buying process while fashioning new opportunities.
Provide tailored quotes for better fits
With dynamic pricing and automated discount calculations, creating accurate, custom quotes is easy—for any customer, at any time. As prices shift or deals change, Zoho CRM adjusts seamlessly, so you can move quickly while maintaining confidence in the numbers you're presenting.
Clarity on command
With the quotes dashboard, you have greater control and clarity. Get a crystal-clear view of all your pre-built KPIs. Review the deals that need attention. Identify quotes on the verge of closing. Revive stalled discussions. Get accuracy you can rely on and the agility your team deserves. This is our guarantee.
Steered to succeed
Subtle and unassuming, our AI-driven prompts guide every conversation by suggesting the ideal products and framing the right questions.
