Skip to main contentZuper CPQ (Configure–Price–Quote) transforms how your organizations create accurate and professional proposals for field service jobs. Previously, Zuper allowed businesses to create proposal templates that defined structure, content, and pricing tables; however, much of the calculation work, such as determining material quantities, waste adjustments, labor estimates, and special inclusions, had to be done manually by administrators or office users.
With the introduction of CPQ, Zuper now empowers organizations to automate proposal generation based on measurable job details, checklist responses, and configurable formulas. Admins can create spec-based templates that incorporate product catalog items, conditional rules, pricing structures, and formulas, eliminating the manual process. Once saved, field technicians simply complete their inspection or checklist, and Zuper automatically calculates material and service quantities, applies business rules, and generates ready-to-present proposal options.
Zuper CPQ brings all the following key components of estimating into a single system:
-
Proposal Templates: Define how your proposals are structured. You can create Standard Templates for simple quotes or CPQ-based smart templates that calculate product and service quantities, apply waste adjustments, and insert or remove items based on real conditions.
-
Formula Library: Store and manage all your custom formulas. These formulas automatically calculate quantities and pricing for use in your proposal.
-
Conditional Rules: Apply “if-this-then” logic to automate which products, services, or materials are included in each proposal.
-
Packages: Present customers with clear options such as Basic, Better, and Best to increase clarity and improve upsell opportunities.
-
Financing Options: Offer customers flexible payment choices from providers directly within the proposal.
Together, these components create a quoting system that adapts automatically to your jobs and customer data.
Why Organizations Benefit from Zuper CPQ
The purpose of CPQ is to help businesses quote faster and more confidently while maintaining control over pricing strategy. By automating the logic that drives estimating, Zuper CPQ helps organizations:
- Reduce manual effort and eliminate calculation errors
- Generate ready-to-send proposals within minutes instead of hours
- Improve pricing consistency across teams and job types
- Present multiple well-structured packages to customers
- Maintain professionalism with accurate, data-backed pricing
