Configure Price Quote (CPQ) Management

ZINFI’s Configure Price Quote (CPQ) Management application is a high-density pricing orchestration engine within the SELL zone, designed to eliminate technical friction in the channel sales cycle. Functioning as the Single Source of Truth (SSoT) for product configuration and pricing logic, this application utilizes a low-code architectural framework to guide partners through the creation of complex, error-free quotes. The system automates the application of multi-tier pricing, promotional discounts, and regional currency variations, ensuring absolute pricing consistency across the global partner ecosystem.

Configure Price Quote module

Simplify Quote Creation for your Partners

Guide your partners through a simple, step-by-step process to configure product bundles and generate accurate, professional quotes.

Create new quotes by selecting a product, account, and contact.
Add individual products or services as line items to a quote.
Easily manage quantities, discounts, and sales prices for each line item.

Reduces quoting errors and ensures consistency by automating your channel’s configuration and pricing process.

Streamline the Approval Workflow

Automate the partners’ quote approval process to speed up sales, eliminate bottlenecks, and control special pricing requests.

Partners submit quotes for approval in one click.
System automatically routes quotes through predefined workflow.
Managers review, approve, reject, or change quotes directly.

Accelerates the sales cycle by providing a clear, automated path for quotes to move from creation to final approval.

Enhanced Pricing and Discount Management

Maintain complete control over pricing and discounts by defining and applying rules within the platform.

Calculates total, net price, and tax automatically.
Configure discounts: percentage or fixed value per item.
Create custom price books for different partner types.

Maximizes profitability and ensures pricing consistency across your entire partner ecosystem.

Centralized Quoting and Order Management

Access a centralized dashboard to view, track, and manage all quotes and related sales activities in one place.

See all quotes, orders, invoices in one place.
Track quote status: draft, submitted, and approved.
Export quote data as CSV or XLSX for analysis.

Provides a holistic view of your sales pipeline, enabling you to gain valuable insights and make data-driven decisions.

Seamless Integration with Your CRM

Connect the CPQ application with your existing CRM to ensure a smooth flow of data and a single source of truth for all sales-related activities.

Sync quotes, products, deals with external CRM.
Use one interface for all sales activities.
Consolidate all sales/marketing data for full customer view.

Minimizes data silos and improves collaboration between your internal sales teams and external channel partners.

Dynamic Reporting and Analytics

Generate dynamic reports to gain deep insights into sales performance, identify trends, and optimize pricing and sales strategies.

Analyze real-time sales results, orders, quotes, and performance.
Filter data by stage, amount, or expected close date.
Create and save custom views for vital reports.

Empowers data-driven decision-making by clearly understanding what drives sales performance and revenue.

Frequently Asked Questions

How does ZINFI CPQ handle multi-tiered pricing?

Administrators can define rules based on partner attributes or deal mix, automatically applied at configuration.

Can we integrate with ERP SKUs?

Yes. API-first design syncs SKU lists and pricing from external SSoT systems like ERPs.

Does it support multi-currency?

Absolutely. Supports real-time conversion from base currency tables for global networks.

How are discount approvals handled?

Modular workflows trigger approval requests for quotes outside pre-approved ranges.

Is quote branding customizable?

Yes. Templates allow locking corporate branding elements while permitting partner personalization of specific fields.