A Discount in Zoho CRM CPQ is a reduction applied to a product's price on a Quote or Sales Order. Discounts can be applied as a percentage or absolute amount at the line-item level, and can be manual (entered by the rep) or automatic (applied by a Pricing Rule).
When a sales rep creates a Quote in Zoho CRM, they can apply discounts at two levels: line-item discount (on a specific product) and overall discount (on the total quote value). Discounts can be a percentage (10% off) or a fixed amount (Rs 5,000 off).
In the CPQ layer, discounts are governed by rules. Administrators can set maximum discount thresholds per product or category, require manager approval for discounts above a certain percentage, and auto-apply discounts via Pricing Rules. This prevents margin erosion from unsanctioned discounting.
Zoho CRM CPQ supports discount approval workflows. If a rep tries to apply a discount above the allowed threshold (e.g., more than 20%), the Quote cannot be submitted until a manager approves it via the Approval Process. This protects margin without slowing down routine quotes.
A Discount in Zoho CRM CPQ is a reduction applied to a product’s price on a Quote or Sales Order. Discounts can be applied as a percentage or absolute amount at the line-item level, and can be manual (entered by the rep) or automatic (applied by a Pricing Rule).
Yes. Administrators can configure discount thresholds. When a rep tries to apply a discount above the allowed limit, an approval workflow is triggered automatically before the quote can be sent.
Aaxonix is a certified Zoho implementation partner based in Pune. Architecture-first, no surprises.