CPQ (Configure Price Quote) is a tool that allows you to create product packages from products in the system or from rows only, and bring them to quotes and invoices either grouped or itemized. The feature speeds up the creation of quotes and invoices, as you don’t need to enter similar recurring sets row by row every time.
The total price of a product package is calculated from the quantities and prices of the rows it contains. In a product package, products can have a different price than their default price in the product register. Any price changes made in the product register are not inherited by product packages.
In More > Products > CPQ you can see all created product packages as a list, and you can create and edit them.
Permissions: Products and CPQ
PSA plans: Enterprise, Enterprise+
Adding a product package
First, give the product package a name, after which you can include the products or free rows and descriptions you want in the package, and define pricing information for them. The total price of a product package is calculated from the quantities and prices of the rows it contains. In a product package, products can have a different price than their default price in the product register. Any price changes made in the product register are not inherited by product packages.
- In the CPQ list view, click the green plus button or +Add CPQ.
- Enter a name and description for the product specification.
- Save by clicking the green icon at the beginning of the row. The Show in quote print toggle is activated automatically after saving.
- Click the arrow in front of the name and then Add new.
- Select the row type:
-Item: a freely definable row without a product in the register.
-Product: a row for which a product found in the register is selected.
-Description: a package description that is shown on the quote and invoice only when the product package is brought in as itemized by row. - Add the required number of rows with detailed information for calculation. By default, all rows are shown on the quote; if you wish, you can hide a row from the printout.
- The rows are saved automatically. Check the total price of the product package.
Editing a product package
You can change the name of the product package and arrange, add, and delete the package rows/products.
Renaming a product package
- From the three-dot menu in front of the product package row, select Rename.
- Type a new name for the product package over the old one. The information is saved automatically when you click elsewhere.
Changing the order of the content
- Open the contents of the product package by clicking the arrow in front of the name.
- Move the cursor over the desired row’s Move button (double arrow at the beginning of the row), press and hold the left mouse button, and drag the row to the desired position up or down. The change is saved automatically.
Removing a row from the product package
- Open the contents of the product package by clicking the arrow in front of the name.
- Click the trash can icon in front of the row/product to be removed.
- Confirm the deletion in the window that opens by clicking Delete.
Deleting a product package
A deleted product package remains on the quotes and invoices to which it was added before deletion, but it can no longer be selected again. Product packages can be deleted either:
- individually from the three-dot menu in front of the product package row > Delete.
- in bulk by clicking the checkboxes of the product packages to be deleted and then selecting Options > Delete at the top.