Polski
CPQ for Zoho CRM | Sales Insiders

Create quotes in just a few minutes.

No manual data re-entry and no errors caused by working across multiple files. Select products and services, calculate pricing automatically and generate a ready-to-send PDF in one process.

A ready-to-use solution for sales
Sales Insiders
Quote Builder (CPQ)
🇬🇧
PLN⌄
1Select action
2Customer
3Items
4Preview
5Save
Licences & support
Services
+ Add item
PRODUCT
DESCRIPTION
PRICE
QTY
TERM
VALUE
CRM Plus
for 10 users
200
20
1 year
4 000 PLN
AMS SI
Support & care
5000
1
1 year
5 000 PLN
Variant subtotal9 000 PLN
Discount0 PLN
Net total9 000 PLN
Now you can implement CPQ for €0.*
* The CPQ offer does not include the implementation cost.
I want to implement CPQ →

How much time can your team save with CPQ?

Set the number of quotes prepared each month and see how many working hours, and what share of one employee’s monthly working time, you can save through quote automation.

Savings you can see immediately.

CPQ speeds up quote preparation by pulling customer data directly from CRM, letting you select products and services already stored in the system, and generating a PDF that is saved back to CRM.

The calculator shows how much of one employee’s monthly working time can be saved and redirected to sales, customer contact and other higher-value activities instead of manual quote preparation.
How many quotes do you prepare each month?
quotes / month
Time saved
30
hours per month
Equivalent to
3,75
working days
One employee’s time saved
17,9%
of monthly working time
With 40 quotes per month you save around 30 working hours, which is about 17.9% of one employee’s monthly working time.

5 steps instead of multiple files, revisions and manual tasks.

The process is simple and structured, so salespeople can prepare quotes faster and avoid wasting time on operational tasks.

01

Customer selection

Customer data is already in CRM, so the salesperson starts from the correct record.

No manual copying of customer data.
→
02

Adding items

Products, licences, services and support are selected from one catalogue.

The complete quote is created in one place.
→
03

Automatic pricing

Quantities, prices, periods, discounts and values are calculated automatically.

Prices are pulled directly from the CRM catalogue.
→
04

PDF generation

The customer quote is generated instantly from the data in the builder.

A ready document without working in Word.
→
05

Save to CRM

The quote, line items and document are saved back to CRM and remain linked to the customer.

The full quote history in one system.

Manual quoting vs CPQ in CRM.

In a traditional process, the salesperson uses several tools, transfers data, creates the document and only then saves everything in CRM. CPQ turns that sequence into one consistent process.

Manual quoting
45–60 min
to prepare one quote
1Preparing the quote in Excel
2Creating the document in Word
3Manual data transfer
4Corrections and new versions
5PDF export and CRM save
CPQ in Zoho CRM
5–10 min
to prepare one quote
✓Selecting the customer in CRM
✓Adding products and services
✓Automatic calculations
✓Generating a ready PDF
✓Automatic save to CRM
One process, one quote, one system.

Speed. Control. Consistency in every quote.

CPQ structures the quoting process from start to finish and removes operational bottlenecks.

Faster quoting

Less time on operational tasks, more time working with customers.

shorter quote preparation time less switching between tools more quotes in the same amount of time

Consistent process

Every salesperson follows the same repeatable process.

consistent items and templates structured quote creation easier onboarding of new team members

Complete history in CRM

All quotes, line items and documents are stored where they belong.

better visibility into quoting easy access to previous versions full context on the customer record

Price and margin control

Quotes are built according to defined rules instead of manual calculations.

consistent pricing and discounts lower risk of errors more predictable quotes

Ready PDF

The customer document is generated automatically from quote data.

no manual document assembly consistent documents across the company faster delivery to customers

PL / EN and PLN / EUR

One tool can support multiple languages and currencies in the same process.

greater quote flexibility easier support for different markets one working standard for the team

Want to implement CPQ for €0.*

If you want to see how CPQ can streamline quoting in your company, leave your contact details and let’s talk about implementation.

* The CPQ offer does not include the implementation cost.