A Pricing Rule in Zoho CRM CPQ is a condition-based rule that automatically adjusts the price of a product or bundle on a quote. Pricing Rules apply discounts, surcharges, or volume-based pricing tiers based on criteria like quantity ordered, customer segment, deal size, or product bundle.
Rather than relying on reps to manually calculate and apply prices, Pricing Rules automate the logic. When a rep adds a product to a quote, the CPQ engine evaluates all active Pricing Rules against the current context (quantity, customer tier, product, deal value) and applies the correct price automatically.
Common Pricing Rule types: volume discount (buy 10+ units, get 15% off), bundle discount (include Product A and Product B together for a package price), customer-tier pricing (VIP customers get a 20% discount), and promotional pricing (a time-limited price for a specific SKU).
A Price Book sets a fixed alternate price list for a customer segment. A Pricing Rule is a conditional logic layer that applies adjustments on top of the base or Price Book price. Pricing Rules are more dynamic – they can fire based on multiple conditions simultaneously.
A Pricing Rule in Zoho CRM CPQ is a condition-based rule that automatically adjusts the price of a product or bundle on a quote. Pricing Rules apply discounts, surcharges, or volume-based pricing tiers based on criteria like quantity ordered, customer segment, deal size, or product bundle.
A Price Book is a predefined alternate price list for a customer segment. A Pricing Rule is conditional logic that applies adjustments dynamically based on criteria like quantity, bundle, or customer tier. Both can be used together.
Aaxonix is a certified Zoho implementation partner based in Pune. Architecture-first, no surprises.