Configure Price Quote (CPQ) Management

Configure Price Quote (CPQ) Management in ZINFI’s Unified Partner Management (UPM) platform enables your organization to provide special pricing and automated quote approval mechanisms to your partner sales reps, channel reps, and channel management team members.

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Configure Price Quote module

Configure Price Quote Price Management

Price Management

ZINFI’s Configure Price Quote (CPQ) Management enables your organization to define and manage product pricing across multiple business lines in accordance with constantly changing market trends. Whenever pricing changes, those changes will automatically be reflected in the quotes of your channel partners.

Configure Price Quote (CPQ) Management lets your organization keep track of all the quotes the channel partners share, providing insight and granular access to essential sales cycle management process details. Multilingual and localized deployment tools simplify price management across global, multi-region partner networks.

Key Features Include:
  • Entity setup and management
  • Product setup and management
  • Quote management
  • PO & invoice management

Quote Management

ZINFI’s Configure Price Quote (CPQ) Management allows your organization and channel partners to generate quotes tagged with a specific customer entity. Channel partners can also tag a particular contact from the customer company and enter details about the identified opportunity.

Using CPQ’s quote management tools, channel partners can key in discounted pricing for specific products. This gives your organization real-time information about the exact revenue projected or generated from each sale.

Key Features Include:
  • New Quote Generation
  • Existing Quote Management
  • Quote & Entity Association
  • Discount Management
Configure Price Quote Management
CPQ View Invoices

PO & Invoice Management

Configure Price Quote (CPQ) Management allows your organization and your channel sales team to generate invoices by shared quotes and received POs. This automated feature helps channel partners ensure the accuracy of invoices and minimize opportunities for human error.

Configure Price Quote (CPQ) systematically approaches PO receipt and invoicing processes. Our end-to-end invoice and PO management automation allows you to manage all revenue-related activities within a single interface and provides you with deeper insights into the sales pipeline.

Key Features Include:
  • PO Upload
  • Invoice Generation
  • Existing PO management

Module dependencies:

This module has the following dependencies on other modules, in order to get the full capabilities from it: