About quotes

When a customer is ready to move forward with an opportunity, sales representatives convert it into a quote, marking the next step in the sales cycle. Quotes include line items that specify the products that a customer wants to buy, and automatically calculate prices based on the product configuration and quantities.

Quotes in Zilliant CPQ offer advanced features such as:

• Configuration of complex and engineered-to-order products
• Collaboration and quote routing capabilities
• Approvals for large discounts or high prices
• Advanced activity management
• Penny perfect pricing
• Guided selling
• Pricing guidance and data from Zilliant Price IQ and Zilliant Price Manager

These features enable quick proposal creation with accurate details. They support team collaboration and rule-based approvals.

Work with quotes

Learn how to:

• Manage quotes
• Work with line items
• Manage product variants
• Create proposals based on quotes
• Enable pricing guidance and data in quotes
• Run presubmission checks on quotes