---
title: "Guided selling"
slug: "about-guided-selling-1"
description: "Read about the guided selling feature in Zilliant CPQ that helps you find products that best fit your customer's requirements."
tags: ["Zilliant CPQ", "Product catalog", "Quote"]
updated: 2025-10-20T17:09:58Z
published: 2025-11-07T11:00:00Z
canonical: "docs.zilliant.com/about-guided-selling-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About guided selling

The guided selling feature helps you find products that best fit your customer's requirements. The system uses your answers to a predefined set of questions to create a custom product catalog. You then use this custom catalog to select products to add to a quote or agreement.

Administrators [define custom questions and answers](/v1/docs/configure-question-set) according to specific scenarios.

## Get started with guided selling

1. Prepare question sets:
  - [Configure question sets](/v1/docs/configure-question-set)
  - [Upload a question set](/v1/docs/upload-a-question-set-from-excel)
2. Use guided selling in quotes and agreements:
  - [Create a quote using guided selling](/main/docs/manage-quotes#create-quotes)
  - [Add line items to a quote using guided selling](/main/docs/manage-line-items#through-guided-selling)
  - [Create an agreement using guided selling](/main/docs/create-agreements-1#through-guided-selling)
  - [Add line items to an agreement using guided selling](/main/docs/manage-agreement-line-items#through-guided-selling)