FAQs in this section
What are the Product Options in Vtiger CRM?
Give an example of Product Options.
What are the Product types you can see when CPQ is not installed?
What is a Fixed Bundle?
What is a Solo Bundle?
What are the Picklist values enabled when you install CPQ?
In which Vtiger editions are the Product options available?
What are the benefits of Product Options?
What are the types of Product Options?
Explain the Fixed option with an example.
Explain the Dynamic option with an example.
What do you mean by minimum value?
What do you mean by maximum value?
How do you add a Product Option in Vtiger CRM?
What do you mean by linking in Vtiger CRM?
List the steps to link Product Options.
Can you add Products in Quotes?
Can I select more than the maximum value for a Product?
What do you mean by discounts in Vtiger CPQ?
What are the types of discounts in Vtiger CPQ?
What do you mean by Product Discounts in Vtiger CPQ?
What do you mean by Buy X Get Y Discounts in Vtiger CPQ?
Give an example of Buy X Get Y discounts in Vtiger CPQ.
Where can the discounts be applied in Vtiger CPQ?
What are the benefits of Discounts in Vtiger CPQ?
List the steps in adding a Product Discount in Vtiger CPQ.
List the steps in adding a Product Discount in Vtiger CPQ.
List the steps in adding Buy X Get Y Discount in Vtiger CPQ.
Give a use case explaining adding product discount in Vtiger CPQ.
What are the features of the Field Sales app?
What is Pricing Guidance in Vtiger CRM?
What are Pricing Guidance in Quotes?
What is Quote Status in Vtiger CRM?
What is Quote Organization in Vtiger CRM?
What are Pricing Guidance in Deals?
What are the benefits of Pricing Guidance in Vtiger CRM?
How do I install Pricing Guidance in Vtiger CRM?
How do I set up Pricing Recommendation factors in Vtiger CRM?
What is Quote Organization in Vtiger CRM?
What are Summary Variables in Vtiger CRM?
In which Vtiger editions can I find Summary Variables?

List the steps to add Products in Quotes.

 Follow these steps to add products in Quotes:
  1. Log in to the CRM.
  2. Select Quotes.
  3. Select Add Quote.
  4. Type the first three letters of the Product name in the Item Name field.
  5. Select the Product from the options displayed. The Product Options for that product will be displayed.
  6. Select the Products as per the minimum and maximum value.
  7. Select Apply Rules.
  8. Select Add.
  9. Click Save.
Your product is successfully added to the Quotes.
 
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