Creating precise and flexible product configurations in Zoho CRM just got even better. The CPQ (Configure, Price, Quote) tool now offers enhanced support for dynamic rules based on multiple products, plus a quicker way to reuse configuration logic by cloning existing setups.

Smarter Rules with Multiple Base Products  

Previously, when automating the inclusion of a product in a quote—like accessories or add-ons—you could only base the logic on a single product in the quote. With this upgrade, you can now define rules that respond to several base products simultaneously.

Use case:
Imagine your quote includes a radio, a wall clock, and a remote control—each requiring a different number of batteries. With this update, you can build a rule that automatically totals the correct number of batteries across all three products. During quote creation or updates, CPQ will dynamically compute the quantity needed.

What’s now possible:

• Reference multiple products in a single quantity rule.

• Assign individual quantity values to each of those base products.

This level of flexibility gives you more accurate quoting and reduces manual adjustments for bundles and accessories.

Clone Existing Configurations Easily  

Tired of rebuilding similar rules from scratch? Now you can duplicate both Product Configurators (PCs) and Price Rules (PRs) right from the rules dashboard or rule detail view.

Here's what you can do:

• Use the “Clone” option to instantly copy an existing rule.

• Modify the details, rename it, and save as a new configuration.

• Deactivate or delete a rule directly from its detailed view—no more jumping between screens.

  For more information, please visit www.pfc-group.com