ZINFI’s Configure Price Quote (CPQ) Management is a software module designed to help organizations and their channel partners efficiently manage product pricing, generate and track sales quotes, and automate purchase order (PO) and invoice processes. The solution supports global, multi-region partner networks with multilingual and localized tools, providing real-time visibility into sales cycles and revenue projections. It centralizes the management of pricing, quoting, and revenue-related activities, reducing manual errors and streamlining the sales process.

Key Features

Price Management Define and manage product pricing across multiple business lines and regions.

• Entity setup and management
• Product setup and management
• Automatic reflection of pricing changes in partner quotes
• Multilingual and localized deployment

Quote Management Create, manage, and track sales quotes for specific customers and opportunities.

• New quote generation
• Existing quote management
• Quote and entity association
• Discount management

PO & Invoice Management Automate and track purchase order and invoice processes for accuracy and efficiency.

• PO upload
• Invoice generation
• Existing PO management
• End-to-end automation for revenue activities

Benefits

Centralized Sales Process Management Streamlines and automates pricing, quoting, and revenue-related workflows.

• Reduces manual errors in PO and invoice handling
• Provides granular access and insights into the sales pipeline

Improved Partner Collaboration Enables real-time collaboration and transparency with channel partners.

• Ensures up-to-date pricing and quote information
• Supports global partner networks with localized tools