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Set up document templates and send customer quotes right from your CRM
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.
Set and manage an up-to-date product catalog for easy access
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.
Add product image and description to help salespeople identify products easily and configure product validity to ensure the catalog is updated for use.
Add products to deals to automatically update the deal value based on selected products.
Dodge calculation errors with a CRM that displays the final pricing, taking into account tax and discount.
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.
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.
Create documents with ease and close deals faster
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.
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.
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.
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.
Stakeholders from different teams like Finance and Legal can view documents on Freshworks CRM to ensure that the latest updates are captured.
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.
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.
The detailed product catalog eliminates the need for memorizing product specifications and helps salespeople identify upsell and cross-sell opportunities.
Try Freshworks CRM for 21 days. No credit card required.
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