Product Filtering

What Is Product Filtering in CPQ?

In organizations with an extensive product inventory comprising hundreds of thousands of items, the task of searching for and adding products to sales quotes can prove highly challenging for sellers. This difficulty arises from the sheer volume of products that must be sifted through, leading to substantial wasted time and quoting errors.

Product filters in CPQ (Configure, Price, Quote) are powerful tools used to reduce the complexity and speed up the process of setting up product-specific conditions. They allow for highly customized product configurations that can be tailored to the customer’s exact needs. This feature enables companies to control the products that are visible during product configuration based on search filters. Users can search and narrow down product options quickly while configuring products and generating price quotes.

Product filtering can be based on attributes such as product type, size, color, price range or even custom features. The goal is to give customers a more personalized buying experience and salespeople a more efficient quoting experience.


  • Product catalog filtering
  • Product search filters
  • CPQ product filters

Importance of Product Filtering in CPQ

Product filtering is an important feature of CPQ software that helps streamline and improve the sales quoting process. It eliminates manual steps that could be time-consuming and potentially lead to errors. Filtering allows companies to quickly narrow down a list of criteria, such as product category, availability or pricing structure, which can help create quotes faster and more accurately. Additionally, product filtering increases accuracy by allowing users to select only relevant items from a large selection of products or services. This reduces the risk of selecting the wrong item or pricing structure in their quote.

Advantages for Sellers

Product filtering ensures sales quote accuracy. This feature enables Sales Operations admins to add advanced filtering options to the company’s CPQ settings, based on tags and/or product attributes. This enhances the search functionality within the catalog, making it more efficient for sellers when they generate quotes.

The enhanced filtering options offer a more detailed method of searching the product catalog, enabling users to refine their search results using specific criteria like product features, attributes, or tags. This streamlines the search process and guarantees that the generated quotes align with the customer’s requirements, providing greater accuracy and relevance.

Advantages for Customers Using Self-Serve CPQ

Product filtering is used by businesses to improve the customer experience by allowing them to easily find what they are looking for without having to go through each and every product listing manually. It also ensures that customers can only select from available product options. Product filtering not only makes it easier for customers to find what they need but also helps businesses increase sales by helping customers make faster purchasing decisions.

How Product Filtering and Guided Selling Work Together

Product filtering and guided selling are two powerful tools that complement each other to enhance the sales process and provide a seamless selling experience. Product filtering allows sales reps to navigate through a vast array of products and options efficiently, narrowing down their choices based on specific criteria such as features, pricing, or compatibility. By integrating guided selling with product filtering, businesses can create a dynamic and interactive sales journey tailored to each customer’s unique needs and preferences.

With product filtering, salespeople can quickly identify stand-alone products or product bundles that meet their customer’s requirements, eliminating the hassle of sifting through irrelevant options. Guided selling takes this a step further by providing personalized recommendations and suggestions based on the customer’s input during the filtering process. It actively engages customers with targeted questions, understanding their use case, budget, and other preferences.

Combining product filtering and guided selling ensures customers find the most suitable products efficiently while gaining valuable insights. This collaboration not only streamlines the decision-making process but also boosts customer satisfaction and loyalty by providing a tailored solution that perfectly aligns with their needs.

How to Set Up Product Filters in CPQ

By enabling advanced filtering options, sellers can quickly find products that meet specific criteria, leading to more accurate quotes and improved customer satisfaction.

Each CPQ software follows a different process for setting up product filters. Below we provide the steps for setting up product filters in DealHub CPQ to illustrate the process.

First, the Product Selection Filter tab must be enabled, following these steps:

  1. Go to Playbook.
  2. Choose the Question Group you want to work on.
  3. Access the Settings menu.
  4. Navigate to General Settings > Product selection filter.
  5. Click on ‘Enable repeatable.’
  6. Go to the ‘Table Settings’ tab and select ‘Show question group as a table.’
  7. Add the ‘Enable products selection’ option to be able to select and add products.
  8. Click ‘Done’ and ‘Save.’

The ‘Product Selection Filter’ tab is now open for editing.

Seller’s Usage of Product Filtering in DealHub CPQ

Once the admin has selected and applied all the necessary filters for the specific Question Group in the playbook, saved the changes, and activated the version, the sellers can utilize the Product Filter configuration. From the sellers’ viewpoint, depending on the configuration, they can add or remove filters, clear all filters, freeze columns, and perform other relevant actions.

In conclusion, the ability to filter products based on attributes and tags significantly improves the efficiency and accuracy of searching and adding products in a large catalog. By enabling advanced filtering options, sellers can quickly find products that meet specific criteria, leading to more accurate sales quotes and improved customer satisfaction.

People Also Ask

How does a product filter work?

A product filter allows users to set certain criteria when searching through various products. These criteria might include specific attributes such as size, color, or material type. It could also include more complex data elements such as pricing thresholds or acceptable suppliers. The filter then returns only those products that meet the criteria set by the user.

This helps reduce the time spent searching through a large number of products and allows users to identify items that best suit their needs quickly. It also makes it easier to compare alternatives side-by-side and make an informed decision on which one is most suitable. This is especially helpful for businesses dealing with large volumes of products or customers looking for something very specific.

What is a product rule in CPQ?

A product rule in CPQ is part of an automated process that helps configure products and services to meet customer requirements. It applies business rules and logic to selecting a product or service, including pricing, discounts, availability, taxes, shipping options, etc. The product rule engine allows customers to quickly configure a product or service based on their individual needs. Product rules also help reduce the time it takes for employees to configure options for customers manually.

Product rules are used in many industries, such as manufacturing and retail. They enable businesses to easily set up complex configurations that ensure compliance with industry standards and regulations. Product rules can be used in conjunction with other CPQ features such as order entry automation, contract management systems, catalog management systems, analytics tools, and more. These features can streamline the sales process by providing customers with accurate quotes quickly and efficiently.