FAQs in this section
What are the Product Options in Vtiger CRM?
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 is the minimum value of a Product?
What is meant by the maximum value of a product?
How do you add a Product Option in Vtiger CRM?
What do you mean by linking in Vtiger CRM?
Can I add Products in Quotes?
How do I add products to a Quote?
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?
How do I add 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?
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 link Product Options.
Give an example of Product Options.

How do I set up Pricing Recommendation factors in Vtiger CRM?

Follow these steps to set up Pricing Recommendation Factors:
  1. Log in to the CRM.
  2. Go to the Main Menu.
  3. Click Settings.
  4. Click Pricing Guidance under the Marketing and Sales tab.
  5. Click Edit.
  6. Configure your Price Recommendation Factors for Quotes and Deals.
  7. Click Save.
The Pricing Guidance window displays auto-populated factors for pricing recommendations on Quotes and Deals. Upon first installation of the CPQ Add-On, all fields will default to the first value from the Pricing Guidance Settings page.
 
You can click the Edit button to adjust the fields and add relevant information. The window appears when the conditions in the Pricing Guidance Settings match historical records from Deals and Quotes.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube