Include Zoho's product and price tools
Zoho CRM documents Products, Quotes and Price Books, along with CPQ product actions and price rules. Identify which capabilities your edition and setup use. For an installer, the comparison includes customer records, the pergola's measured quantities and the price basis that applies to the particular sale.
Quote one design under two price agreements
Choose a pergola and quote it for a retail customer and an installer account using your approved pricing agreements. Change a dimension that affects component quantities, then add an accessory governed by a product rule. Compare which values update, how the price agreement is selected and how the salesperson can explain the difference.
Choose the calculation and follow-up owners
Elite Aluminum's Configurix implementation includes automatic quotations with individual SKU lines. Use your own dimensional calculation and account pricing to evaluate the proposed Configurix scope against Zoho's configured quoting process. If both systems are used, request the line mapping and specify where staff edit quantities, prices and follow-up activity.
Implementation checklist
- Zoho quote and CPQ setup
- Retail versus installer price basis
- Dimension-dependent quantities
- Product actions and line mapping