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Creating a CPQ (Configure, Price, Quote) proposal template helps you turn complex estimating and quoting processes into fast, reliable, and fully automated proposals. Instead of starting from scratch or manually calculating every job detail, you can predefine how each proposal should behave, which products to include, how pricing is calculated, and what options to display. Once your template is set up, Zuper automatically builds accurate, professional proposals for every new job, using real job data like measurement values, checklists, and custom field answers.

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Let’s start creating a new proposal template:

  1. Navigate to Quote Settings → Zuper IQ – Intelligent Quoting → Proposal Templates.
  2. Click + New Template. CPQ Pn
  3. You’ll see two template types:
    • Standard Template – Great for simple, fixed-price proposals.
    • CPQ-based Template – Ideal for configurable, multi-option proposals that use formulas and rules.
  4. Choose a CPQ-based Template, give it a descriptive name (for example, Residential Roofing Configuration), and click Proceed.
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Select Template triggers and options:

Every CPQ template begins with automation rules that tell Zuper when to apply it automatically. You’ll set:
  • Job Category: Select for which category this template should apply (e.g., Roofing, HVAC, Electrical).
  • Job Status: Choose when the proposal should trigger (e.g., Completed, Ready for Estimate). CPQ 03 Pn
Below that, you’ll see two sections:
  • Industry Templates – Preconfigured templates for brands like Owens Corning, GAF, or CertainTeed.
  • Generic Presets – Options like Good / Better / Best, Option 1 / 2 / 3, or Single Option.
Click one of these presets to start building your layout or choose Start from Scratch to customize according to business needs. Once selected, click Next: Package Configuration. CPQ 04 Pn

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Configure Packages and Items

The Package Configuration page is the heart of your CPQ setup.
Here, you define what products, services, bundles, or service packages appear in each option (such as Good, Better, Best). You can add:
  • Bundles– Predefined groups of materials or services.
  • Materials – Individual catalog items like shingles, tiles, or sealants.
  • Services  – Labor, inspections, or custom charges.
  • Service Packages – Combined service offerings.
  • Headers – Used to group related items for easier readability.
  • Discount – Apply pricing adjustments directly within each package. CPQ 05 Pn
Each package acts like a mini-proposal with its own logic and items.
To add more options, click Add Option and specify the option details. For each line item, you can set:
  • Rules: Click Add Rule beside a line item to define when that item should appear, be hidden, replaced, removed, or have its markup adjusted automatically based on Job details. Rule 01 Pn
  • Quantity Source: Fixed (manual entry) or Formula (automatically calculated using your Formula). CPQ 06 Pn

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Enable Financing Options

At the bottom of the configuration page, you can toggle Enable Financing to On for the package (e.g., “Financing for Better Option”) and select the provider and their plans. CPQ 07 Pn
This displays financing plans directly within the proposal, allowing customers to compare payments.

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Preview and Refine Package Options

Once your items, formulas, and rules are set, you’ll see a Package Options Preview.
Each option (Good, Better, Best) appears as a visual card with:
  • Item list and descriptions
  • Unit Selling prices
  • Package images
  • “Recommended” labels for highlighting preferred options
Once you’re satisfied with your setup, click Next: Review & Publish. CPQ 10 Pn

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Review & Publish

  1. Under Select Proposal Layout, choose the layout you want this CPQ template to use. Each layout controls the sections of your proposal, cover page, package summary, estimate options, and signature page. CPQ 08 Pn
  2. Use Save as Draft if you want to test or adjust later.
  3. Click Publish Template when ready. CPQ 09 Pn
Once published, the template becomes available to your team. When a job is created or updated with the matching category and status, Zuper automatically generates a proposal using this template, and it’s ready for your field or sales reps to send to the customer.