Vtiger CPQ is a cloud-based add-on for Vtiger CRM that enables sales teams to efficiently configure complex products and services, apply accurate pricing and discounts, and generate professional quotes. The solution supports product families, variants, options, bundles, and rules to ensure only valid configurations are quoted. Pricing is automated using up-to-date pricebooks, discount rules, and summary variables, reducing manual errors and ensuring consistency. CPQ integrates with approval workflows for discounts and custom pricing, and provides a customer portal for direct quote interaction. The add-on is designed for organizations selling configurable products or services, helping them accelerate sales cycles, improve quote accuracy, and enhance customer satisfaction through personalized, error-free proposals.

Key Features

Product Configuration Enables dynamic setup of complex products and services.

• Product families, variants, and options for flexible bundles
• Product rules for recommendations, validation, and selection

Automated Pricing & Discounts Ensures accurate, up-to-date pricing and discount application.

• Pricebooks and summary variables for automated calculations
• Discount rules (fixed, percentage, buy X get Y) with approval workflows

Quote Generation & Management Streamlines creation and delivery of professional quotes.

• Interactive quote builder with real-time configuration and pricing
• Customer portal for direct quote review and acceptance

Approval & Validation Workflows Controls pricing and discount approvals for compliance.

• Automated approval process for special pricing or discounts
• Validation rules to prevent incompatible product selections

Integration with CRM & Inventory Links quotes to sales, inventory, and billing modules.

• Syncs with CRM records, inventory, and order management
• Supports end-to-end sales process from configuration to billing

Benefits

Reduces Sales Complexity Simplifies quoting for complex products and services.

• Eliminates manual errors and inconsistent pricing
• Reduces onboarding time for new sales reps

Accelerates Sales Cycles Speeds up quote creation and deal closure.

• Automates configuration and pricing for faster turnaround
• Enables quick response to customer requests

Improves Quote Accuracy Ensures quotes are correct and compliant.

• Validates product compatibility and pricing rules
• Prevents unapproved discounts and errors

Enhances Customer Experience Delivers personalized, professional proposals.

• Supports custom configurations and tailored pricing
• Provides customer portal for direct engagement

Increases Revenue Opportunities Supports upselling and cross-selling.

• Product rules and recommendations for additional options
• Automated discounting for competitive offers