What is CPQ?

CPQ stands for Configure, Price, Quote. With the CPQ add-on in Freshworks CRM, sales teams can generate error-free documents—like invoices, quotes, onboarding documents, contracts, and more—in a few clicks. CPQ in Freshworks CRM enables businesses to maintain an up-to-date product catalog that includes pricing information for products, right in the CRM. As a result, salespeople are equipped with current pricing when the time comes to send a quote or generate an invoice. Salespeople can send documents to prospects and customers right from the CRM and keep track of updates on the activity timeline. 

Simplify inventory management within the CRM

Set and manage an up-to-date product catalog for easy access

Simplify inventory management within the CRM

Set and manage an up-to-date product catalog for easy access

Bring your product catalog into your CRM

Maintain an updated list of products available for sale and view all related information on the product page like SKU number, category, product validity, and more.

Bring your product catalog into your CRM
Make product recall easier with images

Add product image and description to help salespeople identify products easily and configure product validity to ensure the catalog is updated for use.

Make product recall easier with images
Associate products with deals

Add products to deals to automatically update the deal value based on selected products.

Add products to deals

Automate pricing computation with CPQ

Dodge calculation errors with a CRM that displays the final pricing, taking into account tax and discount. 

Automate pricing computation with CPQ

Dodge calculation errors with a CRM that displays the final pricing, taking into account tax and discount. 

Eliminate pricing errors

Configure pricing for your product catalog with one-time billing and subscription-based pricing models. Set up pricing values in multiple currencies including the unit price and the setup fee.

Eliminate pricing errors
Set up pricing with tax and discount values

Apply a blanket sales tax percentage that will be automatically calculated for each product. Configure additional fields to capture other tax values based on your business type. Set up discount rates to ensure the final quote matches the approved pricing values.

Add sales tax for products

Generate accurate documents in minutes

Create documents with ease and close deals faster 

Generate accurate documents in minutes

Create documents with ease and close deals faster 

Ensure brand consistency with document templates

Set up branded document templates like onboarding, pricing, MSAs, NDAs, and more. Salespeople can easily create documents in simple clicks and customize them using placeholders that automatically populates relevant data based on the associated record.

Ensure brand consistency with document templates
Share documents in a single click

Send documents as email attachments to prospects and customers right from the CRM and get notified when they open them. Keep track of document stages and also capture custom stages unique to your sales process.

Sync documents with deals

With the document-deal sync enabled, salespeople can save time spent manually updating deals based on documents and vice versa. Any update made to the deal automatically reflects on the document, ensuring that no update goes missing.

Sync documents with deals

From prospect to signed customer, CPQ helps speed up the sales process 

Shorten your sales cycle

With an updated product catalog available at their fingertips, sales teams can generate accurate quotes faster and reduce the time spent in sharing documents with prospects and customers.

Improve visibility across teams

Stakeholders from different teams like Finance and Legal can view documents on Freshworks CRM to ensure that the latest updates are captured.

Improve accuracy on shorter timelines

Salespeople can create quotes and other documents in simple steps that pull in data from the related records. CPQ takes out the calculation from the process to help create error-free documents in minutes.

Accelerate sales efficiency

With an easy to implement CPQ solution, sales teams can get started with using the solution out of the box and save time spent on manual data entry. 

Reduce training time

The detailed product catalog eliminates the need for memorizing product specifications and helps salespeople identify upsell and cross-sell opportunities.