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How do I install Pricing Guidance in Vtiger CRM?

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The Pricing Guidance is a part of CPQ. To access Pricing Guidance, you must first install the CPQ add-on. Once the CPQ add-on is installed, Pricing Guidance is on the Settings page under the Marketing and Sales section.

Follow these steps to install Pricing Guidance:

  1. Log in to the CRM.
  2. Click the User Profile on the right side of the screen.
  3. Click Settings.
  4. Go to Extensions.
  5. Click Add-ons. The Add-ons page opens.
  6. Type CPQ in the search bar. The CPQ Add-on appears.
  7. Click Try for 30 days. The ‘Are you sure you want to install this add-on message?’ confirmation message pops up. 
  8. Click Yes.

A success message is displayed.

The CPQ Add-on is installed. Pricing Guidance is now available on the Settings page under the Marketing and Sales section. 

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