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: