CPQ Management — Product Tour

Full walkthrough

1. CPQ Management is ZINFI's end-to-end sales document engine, under Sell → CPQ. From here you build pricing proposals, convert them into sales orders, and generate invoices — all in one connected workflow. CPQ expands in the left menu into three sub-sections: Quotes, Sales Orders and Invoices. This is View Quotes, the central hub for every pricing proposal in the system.
2. Each row shows the Quote Name, Quote Number, Account Name, Grand Total and current Status.
3. Add creates a new quote, Delete removes selected records, and Create View saves a custom column layout. Search Quotes finds records instantly, and View/Saved Filters recalls the combinations you use most.
4. Filter opens criteria for Currency ISO Code and Status. Press Next and we'll open it.
5. Narrow the grid to a specific Currency ISO Code or Status, then Apply.
6. Add opens the Add a Quote form. Press Next and we'll open it.
7. Account Name and Quote Name are required. Account Name opens a View Accounts popup showing Account Name, Billing Address Country and Website.
8. Opportunity Name opens the View Opportunities popup — Opportunity Name, Account Name, Sales Stage, Amount, Expected Close Date and Quarter. Quote Number is system-generated, and Expiration Date is set from the calendar.
9. Price Book opens the View Price Books popup, organized by partner tier — Platinum, Gold, Silver, Bronze and Registered Partners — showing Price Book Name, Currency, Is Standard Price Book and Partner Category. Currency ISO Code offers Australian Dollar, Canadian Dollar, Indian Rupee, Pound Sterling or US Dollar.
10. Contact Name opens the View Contact popup — Name, Account Name, Title, Phone Work, Email and Assigned To — and below it the billing and shipping address blocks.
11. Save creates the quote in Draft status. Press Next and we'll save it.
12. This is the quote's 360° record. The action bar carries Edit, Delete and Submit for Approval — all of which disappear once the quote reaches Approved status.
13. Quote Information holds the business context: Account Name, Quote Name, Opportunity Name, Quote Number, Expiration Date, Status, Description, Price Book and Currency ISO Code.
14. Totals — Subtotal, Discount, Shipping and Handling Charges, Total Price and Grand Total — are all system-generated from the line items below.
15. Prepared For holds the recipient's Contact Name, Phone, Email and Fax. Address Information covers both billing and shipping in full.
16. Quote Line Item(s) lists Name, Sales Price, Quantity, Total Line Item, Net Line Item, Line Description and Product Bundle for every product on the quote.
17. Add Product(s) attaches products from a lookup — their prices are drawn from the quote's assigned Price Book, so partner-tier pricing applies automatically. Press Next and we'll open it.
18. This is the Select Product popup. Each row shows the Product, its SKU, the Partner Price from the quote's Price Book and the Minimum Price you're allowed to quote. Tick one or more products and Add attaches them as quote line items, with Totals recalculating automatically. Cancel closes the popup without changes.
19. Sales Order(s) lists any orders generated from this quote — empty until it's converted.
20. A quote moves Draft → Ready for Submission → (Submit for Approval) → Pending Approval → Approved or Rejected. This quote is Approved: Edit, Delete and Submit for Approval are gone, replaced by an Approval History section.
21. Approval History is the full audit trail — who approved it, and when.
22. Sales Orders is the second CPQ sub-section. Each row shows the Sales Order ID, Sales Order Date, Account, Quote and Total Price.
23. Add opens the Add a Sales Order form. Press Next and we'll open it.
24. Select the Account from its popup, specify the Warehouse, and link an Opportunity through its own popup.
25. Sales Order Date is mandatory. Quote connects the originating quote through the View Quotes popup — Quote Name, Quote Number, Account Name, Grand Total and Status. Sales Order ID is system-generated.
26. Phone is mandatory. Choose a Price Book and Currency ISO Code, then complete the Address Information for both billing and shipping.
27. Save returns you to View Sales Orders — Totals populate automatically as products are added. Press Next and we'll save it.
28. Sales Order Information shows Account, Warehouse, Opportunity, Sales Order Date, Quote, Phone, Sales Order ID, Price Book and Currency ISO Code.
29. Sales Line Item(s) lists Name, SKU, Sales Price, Quantity, Total Line Item, Net Line Item, Line Description and Product Bundle. Add Product(S) opens a Select Product popup — Product, SKU, Partner Price and Minimum Price.
30. Invoice(s) lists any invoices linked to this order — Name, Account Name, Total Quantity, Invoice Date and Total Price.
31. Invoices is the third CPQ sub-section. Each row shows Invoice ID, Invoice Date, Account, Sales Order, Total Price and Status — the toolbar carries the same Add, Delete, Create View, Search and Filter pattern, filtering by Currency ISO Code and Status.
32. Add opens the Add an Invoice form. Press Next and we'll open it.
33. Select the Account Name from its popup. Invoice Date and Sales Order Date are both mandatory, set from the calendar.
34. Link the Opportunity, then connect the Sales Order through the View Sales Orders popup — Sales Order ID, Quote and Total Price. Invoice ID, Status and Currency ISO Code are all system-generated.
35. Provide the Owner name and Phone number — Price Book carries over automatically from the linked Sales Order. Billing Name and Ship To Name are mandatory in Address Information.
36. Save generates the invoice and closes the loop on the full Quote → Sales Order → Invoice workflow. Press Next and we'll save it.
37. Download PDF exports the invoice document directly from here.
38. Invoice Information — Account, Invoice Date, Opportunity, Sales Order Date, Sales Order, Invoice ID, Status, Owner, Phone, Price Book and Currency ISO Code — is auto-populated from the connected Sales Order.
39. Totals cover Subtotal, Discount, Shipping and Handling Charges, Total Price, Total Quantity and Grand Total, and Invoice Line Item(s) lists every product included.
40. Approval History records the workflow: Step, Submitter, Approver, Actual Approver, Status, Comments and Action Taken Date.
41. That completes CPQ Management: building and pricing a quote, its approval lifecycle, converting to a sales order, and generating the invoice that closes the loop.

Questions about this tour

How does CPQ work in ZINFI?

A quote is built from catalog products and price book pricing, line items are added, and the quote runs through an approval lifecycle. Once approved it converts into a sales order and then an invoice, across a connected Quotes, Sales Orders and Invoices workspace.

Does a quote need approval before it can be sent?

It can. A quote moves through an approval lifecycle, so discounting and terms are reviewed before the quote is issued, and the decision is recorded on the record.

How does a quote become an invoice?

An approved quote converts into a sales order, and the sales order generates an invoice — each stage carrying the line items forward so the figures do not have to be re-entered.

How long does the ZINFI CPQ Management tour take?

About 14 minutes at a normal pace — 41 guided steps through the CPQ Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Sell pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the CPQ Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.