Manage contacts and contracts in one place

With CPQ in Freshworks CRM, businesses can maintain an up-to-date product catalog that includes pricing information for products, right in the CRM. Sales teams can create and share error-free documents with customers, with ease.

With CPQ in Freshworks CRM, you can 

  • Manage pricing for product catalog
  • Generate customized documents with ease
  • Eliminate pricing errors
  • Share quotes/documents with customers
  • Track and manage document activity from within the CRM

Save time managing pricing and quotes with CPQ

Save time managing pricing and quotes with CPQ

Configure pricing models

Set up pricing for your product catalog. The final values are auto-calculated taking into account tax and discount values to reduce errors.

Build document templates

Set up document templates with images, texts, and tables; use placeholders to personalize documents based on deals.

Track document activity

Share documents with contacts within the CRM and stay notified on document updates.

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