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?
List the steps to 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 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?

What are Pricing Guidance in Quotes?

Pricing Recommendation displayed in the CRM is based on past historical Quotes that match the following conditions:   
  • Quote Created Date: Pricing Recommendation will suggest Quotes created in the past three or six months, and past one, two, and three years.
  • Quote Status: Pricing recommends suggestions based on the quote status selected by considering the history of quotes with the selected status.
  • Quote Organization: Pricing suggests recommendations of the same organization, organizations in the same country, and organizations in the same industry.
  • Product: Pricing suggests recommendations for the same product, product category, or sub-category.
  • Service:  Pricing suggests recommendations for the same service.
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