This is the standard Salesforce Custom Settings page that lists all the legacy custom settings you may require to fulfill your specific business requirements. You can access these settings from Setup > App Setup > Develop > Events > Custom Settings. Click Manage next to the setting.  After you define or modify any custom setting, execute Custom Settings Maintenance Job.

You must execute Custom Settings Maintenance Job after you update any Custom Settings. The changes you make are only effective if you execute the maintenance job. Otherwise, all the computations are processed with stale values.  Refer to the Running Maintenance job topic.

Some of the custom settings listed on this page may require you to contact Conga Support or Professional Services to guide you through using these settings for specific business use cases.

In your org, you may see custom settings that are not listed in this document—these custom settings are not functional and are marked as Deprecated (D).


This custom setting holds the list of all the base library properties.

SettingDescription
Enable Usage DataSelect this to enable data usage.
Usage Data EndpointEnter the usage data endpoint.
Usage Data KeyEnter the usage data key
Usage Data Provider ClassEnter a list of comma-separated class names of Usage Data Providers specifically the class that implements Apttus_Base2.IUsageData interface.
Usage Event Key Enter the usage event key.

This custom setting holds the lists all the Comply system properties. You can enter one or more of the following property details.

SettingDescription
Admin UserThe admin user is the default owner of activities created by a user who is not allowed to be the owner (for example, customer portal user). Enter the admin user name as first name, last name.
Auto Enable PDF For Final DocsSelect this and the Create PDF Attachment check box is always selected when you choose to save as Final - to be signed from the check-in dialog. You may use this field when you want to finalize an agreement document.
Auto Enable ReconciliationSelect this and the Reconcile Document option is always selected when you go to check-in an agreement document.
Agreement Number Field For Imported DocsIn this field, specify the API name of the field you want to use. For example, useApttus__Agreement_Number__c. When a new document is imported into the system, it will include the agreement number in the top right corner of the header on each page, using the field selected above. For more information about when to use this field, refer to Agreement Number/Header Configuration in Contract Management Administrator Guide.
Allow PDF Select OverrideThis is only applicable when Auto Enable PDF For Final Docs is selected.
Allow Reconcile Selection OverrideThis is only applicable when Auto Enable Reconciliation is selected.
Auto Create OrderSelect this check box if you want to create an order and asset as soon as an agreement is activated. This is useful when you want to integrate Assets with Contracts.
Auto Enable Private IndicatorSelect this check box if you want to auto enable private indicator for documents. If you select this check box, the Make this document private check box for any agreement document is auto selected.
Auto Insert Header Footer DataSelect this field to automatically insert the Agreement Number Field For Imported Docs field value to the header and the latest timestamp to the footer of an agreement document. This field is available for Generate, Import and Offline actions. For more information about when to use this field, refer Agreement Number/Header Configuration in Contract Management Administrator Guide.
Allow Private Selection OverrideSelect this check box if you want to allow the user to override the private document selection. This setting is applicable only when Auto Enable Private Indicator is selected for documents.
Auto Sync With OpportunityIndicates whether the agreement will be automatically synchronized with the opportunity when the agreement is accepted. This setting appears only if you have Apttus Contract-Configuration Integration package installed.
Enable PDF SecurityEnabling PDF security lets users apply security settings to PDF documents and protect them with a password.
Bypass SharingIndicates whether apex code can bypass record sharing during selective operations such as clone and deleting draft attachments.
Contract Summary TemplateThis field contains the name of the contract summary template. You may have to define a separate template to contain the contract summary details and mention the name of the template here.
Default Opportunity Agreement Owner

Type Opportunity Owner or Current User to set the default owner for the quote/proposal created from an opportunity. If not set, Opportunity Owner becomes the default owner.

Default Document TagsEnter a comma-separated list of tags to make available for any agreement document as it is checked in from X-Author Contracts. Use of these tags requires Contract Document Versioning to be enabled. The Document Finder feature must also be configured in your org. For more information, refer to Configuring Document Finder in Contract Management Administrator Guide.
Document Naming Convention

Specify a value to apply a custom naming convention for all proposal documents at generation, check-in and signature events.

The default naming convention is %:Name%_%action%_%templatename%_%timestamp%

If this property is left blank, the system will use the default naming convention.

The following attributes permitted when formulating a document naming convention are:

  • %checkintype%
  • %action%
  • %templatename%
  • %user%
  • %timestamp%
  • Proposal attributes such as %:Name%. Note: any variable prefixed by ':' represents a field on the Proposal object.

Example proposal document name using the default naming convention: SOW_Regenerated_SOW ABC_2015-08-07

Document Structure FX2 For Imported Docs

Check this box to make document structure FX2 format for all Offline documents (created or imported). If not checked, all offline documents are created in the "pre-existing" format.

This property only applies to Offline agreements created from the Agreement or user Home page links in Salesforce. The format of Offline agreements created using X-Author for Contracts will still depend on user-input from X-Author.
Email Template For Checkin NotificationType the email template for sending check-in notifications.
Enable Clause ApprovalsThis check box allows you to set up approval processes on clauses used in your document.
Enable Document Versioning

Check this box to enable Document Versioning. All new agreement records created in your org will use Document Versioning after this setting is enabled. Enable Version Control must be enabled for Document Versioning to work properly.

Enabling Document Versioning changes the value of the Version Aware Agreement field to TRUE for all new agreements after the property is activated. The Version Aware field is a flag that tells Apttus Contract Management to use Document Versioning for a specific record.

Important Note: It is recommended that once a record is flagged as Version Aware, you do not disable this field, as versioning will become undefined for the agreement record in question. Instead, ensure that records which should not use Document Versioning do not have the field enabled when they are created.

For more information on how you can configure Document Versioning for your org, refer to Enabling Contract Document Versioning in Contract Management Administrator Guide.

Enable Merge Call DebugEnable Merge Service debugging.
Enable Multiple CheckoutAllows multiple checkout. This is applicable only when version control is in effect.
Enable PDF SecurityEnabling PDF security lets users apply security settings to PDF documents and protect them with a password. See Enabling PDF Security for Quote/Proposal Documents for more information.
Enable Submit Merge CallSubmits merge calls for processing. The Submit and Submit for Generate (Async) button is displayed during document generation.
Enable Template Versioning

Check this box to enable Template Versioning. All new Templates created in your org will use Template Versioning after this setting is enabled.

For more information, refer to Template Versioning in Contract Management Administrator Guide.

Enable Version ControlCheck this box to enforce a check-in/check-out policy for agreement documents. This setting must be enabled when "Enable Document Versioning" is checked. Note: This property existed in CLM versions prior to 8, so this property may already be enabled.
Footer Datetime Format For Imported DocsSpecify the format in which date and time will be shown in the generated agreement. When a new document is imported into the system, it will include the Date in the bottom left corner of the footer on each page, in the format selected above. To know the supported date and time formats for footer, refer to Setting date and time format for footer in Contract Management Administrator Guide.
Instance URL

The Salesforce instance url for redirecting to custom pages. For example: https://na7.salesforce.com

This is required to navigate to custom pages in the managed package.

Max Child LevelThe maximum level of lookups and child objects available from the parent object to generate the merge data for. For example, Agreement is the parent object, Agreement Fee is the child object of Agreement and Agreement Fee Adjustment is the child of Agreement Fee and grandchild of Agreement.
Merge Call Timeout MillisThe timeout in milliseconds for the merge request. Type a number to indicate timeout in milliseconds for the merge request. For example: 60,000
Merge Webservice EndpointType the Apttus merge webservice endpoint. For example: https://mergews.apttus.net/cgi-bin/MergeServer/Bin/mmcgi.exe
PDF Owner PasswordType the password required to change permissions of the PDF document like printing or editing.
Publish Author EventsIndicates whether merge events that occur in X-Author, such as check-in or check-out, should be published. If enabled, a record is inserted in the Merge Event table on the Agreement record.
Publish Merge EventsIndicates whether merge events, such as generating an agreement document or creating offline document should be published. If enabled, a record is inserted in the Merge Event table on the Agreement record.
Sync Bundle Using Line ItemsSynchronizes bundle products using agreement line items. The default uses agreement summary objects. This setting appears only if you have the Apttus Contract-Configuration Integration package installed.
Sync Option ProductsSynchronizes options along with bundles. The default is to synchronize bundle only. This setting appears only if you have the Apttus Contract-Configuration Integration package installed.
Temp Email Template Inactive Hours

Use this property to set the orphan period of temporary email templates to use in conjunction with the CleanupJobScheduler APEX class. The default value of this property is set to 4 hours. 

For more information, refer to Contract Management Administrator Guide.

Use Agreement Locks for Versioning

Check this box to use Agreement locks for versioning instead of document-level locking:

  • If enabled, all agreement documents are locked (by the user checking out) when any one of them is checked out. 
  • If disabled, only checked out documents are locked (by the user checking out)–any other agreement documents which have not yet been checked out can be checked out for editing.

This custom setting holds the list of API names of fields from Asset Line Item object used in setting Asset Pricing Indicator. Criteria with a specific Line Status can also be defined. You can create multiple data sets as well.

SettingDescription
Criteria Field Names

Enter the list of API names of fields from the line item object used in setting the asset pricing indicator. Each field must be separated by a comma or a new line.

Line Status

Enter the list of line statuses to make the criteria valid only for the line item with line status mentioned in this field. Examples of valid values are Renewed, Amended.

If you want to define a Line Status specific criteria, you must define two criteria: one with Line Status and another with blank Line Status for the same criteria fields.

This custom setting holds the default value for the asset pricing indicator associated with a line status. The value defined in the setting is only applicable on the line status defined. Create different data sets for different line statuses. Click Manage then click New to create a new record. Specify the exact value of line status in Name. Examples of valid values are Renewed, Amended. The list of valid line status values is defined in the Line Item object. Define the field mentioned in the table as desired and click Save.

SettingDescription
Default Asset Pricing Indicator?

Select this checkbox to enable asset pricing by default for Asset Related Line items associated with the given line status.

This custom setting registers all custom classes that implement Callback classes for customization. Click Manage and click Edit next to Config Custom Classes. Enter API names of the custom classes that you created next to the Callback class you want to implement. The following table lists the Callback classes and the global interfaces the Callback class implements.

Callback ClassInterface
Action Callback Class

CustomClass.IActionCallback3

Action Invoker Callback ClassCustomClass.IActionInvokerCallback
Action Params Callback ClassCustomClass.IActionParamsCallback
Adjustment Line Item Callback ClassCustomClass.IAdjustmentLineItemCallback

Adjustment Spread Callback

CustomClass.IAdjustmentSpreadCallback

Advanced Approval Callback ClassCustomClass.IAdvancedApprovalCallback
Asset Line Item Callback Class CustomClass.IAssetLineItemCallback3
Asset Renewal Custom Callback ClassCustomClass.IAssetRenewalCustomCallback
Bulk Loyalty Point Callback ClassCustomClass.IBulkLoyaltyPointCallback
Cart Approval Callback ClassCustomClass.ICartApprovalCallback2
Deal Optimizer Callback ClassCustomClass.IDealOptimizerCallback2
Display Action Callback ClassCustomClass.IDisplayActionCallback

Formula Callback Class

CustomClass.IFormulaCallback
Loyalty Cycle Callback ClassCustomClass.ILoyaltyCycleCallback
Loyalty Point Callback ClassCustomClass.ILoyaltyPointCallback
Metadata Callback ClassCustomClass.IMetadataCallback
Option Filter Callback ClassCustomClass.IOptionFilterCallback
Pricing Callback ClassCustomClass.IPricingCallback2
Pricing Extension Callback ClassCustomClass.IPricingExtensionCallback
Product Attribute Callback ClassCustomClass.IProductAttributeCallback
Product Filter Callback ClassCustomClass.IProductFilterCallback
Recommendation Callback ClassCustomClass.IRecommendationCallback
Related Pricing Callback ClassCustomClass.IRelatedPricingCallback
Revalidation Callback ClassCustomClass.IRevalidationCallback
Shipping Callback ClassCustomClass.IShippingCallback
Tax Callback ClassCustomClass.ITaxCallback
Validation Callback ClassCustomClass.IValidationCallback

This custom setting holds information about custom actions displayed in, for example, Installed Products view, Cart view.

SettingDescription
Action Area

Enter a value to select the action display area. Valid values are Left, Right, Center, and More. The value More indicates that the action is displayed under More button.

Action Label Name

Enter the name of the custom label for the action.

Action NameEnter the API name for the action.
Action PageEnter the name of the custom action page. You can implement a custom action either as a Visualforce page or as a custom class.
Action ParamsEnter the URL parameters for the action. You can pass multiple parameters by using the ampersand character to separate each parameter. Each parameter is expressed in the form param-name=param-value. For example, templateName=XYZ&draft=true
Action Style Class

Enter the style class name for the action.

Action TypeEnter the action type.
Always Display

Select this setting to display the action (grayed out) even when it is not enabled.

BehaviorEnter the behavior that the open page action takes.
Display As

Enter the action, task, or both to display the action on a page as action button or task.

Display Type

Enter the action display type. Valid values are:

  • Cart Line Item
  • Asset Line Item
FlowEnter the flow associated with the action.
Is Enabled

Select this setting to enable the action for the display.

Sequence

Enter a number for the action display sequence.

This custom setting holds information about fields displayed in, for example, Installed Products view, Cart view.

SettingDescription
Display Type

Enter the column display type. Valid values are:

  • Cart LineItem
  • Installed Product
Field NameEnter the field API name for the column.
FlowEnter the flow associated with the column.
Header StyleEnter the style used to display the header of a column, which is used primarily for adding inline CSS styles.
Is EditableSelect this setting to enable column value to be edited.
Is Price Point

Select this setting to determine type of a line item for use in Cost & Profitability Price Waterfall.

If you select the setting, item is a Price Point. If you deselect the setting, item is an Adjustment.

Is SortableSelect this setting to enable column sorting.
SequenceEnter a number for the column display sequence.
StyleEnter the style used to display the column, which is used primarily for adding inline CSS styles.
Style ClassEnter the style classes that must be applied to dynamic columns.

Data Cache is used to store run time data that can used as application cache.

SettingDescription
DataEnter delimited data.
Is LastEnter the last value indicator

Config Field Set is used to store list of fields for special purpose.

SettingDescription
DataEnter delimited data.
Is LastEnter the last value indicator

This custom setting allows you to define a user interface flow for CPQ. You can use default pages available to you or create custom pages. Click Manage then click New to create a new flow. Define the field mentioned in the table as desired and click Save.

SettingDescription
Assets Page

Enter the name of the page you want to display as Asset page. Specify one of the following or create a custom page.

  • SelectInstalledProducts

  • SelectInstalledProductsEn

Cart Page

Enter the name of the page you want to display as Cart page. Specify one of the following or create a custom page.

  • CartView

  • CartDetailView

Catalog Page

Enter the name of the page you want to display as Catalog page. Specify one of the following or create a custom page.

  • SelectConfigProducts

  • SelectConfigProductsFilterView

Option Page

Enter the name of the page you want to display as Option page. Specify one of the following or create a custom page.

  • ConfigureBundle

  • SelectConfigOptions

  • SelectConfigOptionsTabView

  • SelectConfigOptionsListView

  • SelectConfigOptionsTreeView

  • SelectConfigOptionsDetailView

  • SelectBundleOptions

Product Attribute Detail Page

Enter the name of the page you want to display as Product Attribute Detail page. Specify one of the following or create a custom page.

  • ProductAttributeDetail3

Configuration settings for option selection pages. The record should be named as "Primary Settings".

SettingDescription
Bundle Description Field

Enter the field names from the product object to be displayed as bundle description.

Enable Option Page Search

Select this setting to allow option search on the bundle configuration page.

This setting enables a search bar on the Bundle Configuration page. The setting allows the user to search for options, attributes, and sub-bundles on the Configuration page.

Hide Disabled Options

Select this setting to hide the options that are disabled by the exclusion rules. Such options will not be shown in the list of available options. Also, if all such disable options are under one option group, this group is also hidden on the configuration page.

Hide Price Column

Select this setting to hide the price information column from the options page.

Be careful in hiding this critical information.

Listed Options Column 2

Enter the API name of the product field to be displayed in the listed options section. A valid value could be like ProductCode.

Listed Options Column 3Enter the API name of the product field to be displayed in the listed options section. A valid value could be like ProductCode.
Main Section Ratio

Enter the ratio to divide the options page. The ratio of the main sections in the page must be separated by a colon. The default value is 0:70:30. This is applicable to the SelectConfigOptionsDetail and ConfigureBundle pages.

Max Inline Option Attributes

Specify the maximum number of inline option attributes to be displayed in the attribute group. The default value is 3.

Option Field In Summary

Enter the Option field to be displayed on right hand side of configuration page.

Show Bundle Detail

Select this setting to show bundle price and quantity fields on options pages.

Show Option Quantity

Select this setting to display the Quantity in the body of the options pages. This setting controls the SelectConfigOptionsDetailView and ConfigureBundle page.

Configuration settings for product selection pages. The record should be named as "Primary Settings".

SettingDescription
Always Display Leaf Products

Select this setting to load and display all leaf nodes for a specific category. These leaf nodes have products associated with them. With this
setting, user needs to just click the main category or any sub category to load all sub-categories (and products) at one click.

Cache All Products

Select this setting to cache all products to avoid SOQL queries. This setting must be enabled when the number of product records is small.
This is a Beta feature.

Carousel Category Level

Enter a number for the maximum depth allowed to be browsed in the Product Carousel.

No value in this field allows infinite browse depth. A value of zero will restrict you to the root level.

Carousel Default Icon

Enter the Default Icon to be used for the categories in the Carousel.

Cart List Item Description Field

Enter the API field name of the Long Description field to be used in the Cart Detail View page.

Collapse All Leaf Option Groups

Select this setting to collapse all leaf option groups on the Config Options Detail View page.

Custom Action Label Name

Enter the name of the custom label for the action.

Custom Action Page

Enter the name of the custom action page.

Disable Add Another

Select this setting to disable user from adding multiple instances of the same product.

Disable Add To Cart for Option Products

Select this setting to hide Add to Cart and Configure buttons for the option products on catalog pages.
This is a global setting to hide these buttons.

Disable Add To Cart On Click

Select this setting to disable the Add To Cart button on click until the server confirms addition of product.

Disable Favorites

Select this setting to disable saving the favorite, favorites category, and other favorites related UI items.

Enable Category Filter
Filters the categories based on search results and displays in the Narrow Your Search area on the left.For example, if the search result has products from only two categories, the Narrow Your Search section displays only those two categories.


You should always select Enable Category Filter when Hide Narrow Your Search is cleared.

Favorites Display Label

Enter a name for the group of favorite configuration records. This label is displayed as a category name on the catalog page. If you do not specify any name, the system gives Favorites as the default name.

Deprecated setting

Favorites Display Label Settings has been deprecated. Now you need to rely on overriding custom labels for renaming 'Favorites' with your choices such as Quick Buys, Most Used, and so on etc.

For example, if you want to use term "Quick Buy" for favorites, CPQ contains two custom labels whose values you must override.
Go to Setup > Custom Labels.

  • Favorites > Click "New Local Translations/Overrides" > Choose Language as "English" > Write "Quick Buys" in translated value area.
  • SaveAsFavorite > Click "New Local Translations/Overrides" > Choose Language as "English" > Write "Save as Quick Buy" in translated value area.
Favorites Icon Attachment IdEnter the ID to the attachment of the Favorites icon.
Favorites Upload Image

You can choose an image to upload for your group of favorite configuration category. This image is displayed under your favorites (as entered in Favorites Display Label) category on the catalog page. By default, no image is set

Hide BreadcrumbHides the breadcrumb navigation element.
Hide Cart HeaderSelect this to hide the Cart Header for selected pages.
Hide Compare ProductsDisables the Compare Products feature in the catalog page.
Hide Configure ActionHides the Configure action for a Product on the catalog page.
Hide Default Options In DescriptionHides the default options listed below the product description.
Hide Help Me ChooseIndicates whether to hide the Guided Selling link. By default this is not selected and the system shows Guided Selling link on the Catalog page for the respective categories.
Hide Line Item Attribute DetailsHides the Line Item Details section on the Product Attribute Detail page.
Hide Listed Products Price ColumnHides the price information column in listed product section. By default, this is not selected.
Hide Narrow Your SearchHides the Narrow Your Search section that displays the category tree on the left of the catalog page. This setting is deprecated for the New UI.
Hide Options in Quick Add ModeSelect this to hide option products in Quick Add mode
Hide Product ImageHides the product image from the catalog page.
Hide Selected Product Charge TypesSelect this to hide charge types for selected products from the tree view options page.
Hide Selected Products Column1Hides the column that displays the product name.
Hide Single Top CategoryHides the top category. This property is useful only when you have a single root category and want to have a cleaner look for all of its child categories, without the root category.
Listed Favorite Configurations Column1Enter the API name of the favorite configuration field that you want to display on the catalog page for your favorite configuration records. You can enter a maximum of one API names. If you have a requirement of displaying one more field, use Listed Favorite Configurations Column 2 custom setting.
Listed Favorite Configurations Column2Enter the API name of the favorite configuration field that you want to display on the catalog page for your favorite configuration records. You can enter a maximum of one API name.
Listed Products Column2(optional) Type the API name of the product field to display in the listed products section. Example Value: ProductCode
Listed Products Column3(optional) Type the API name of the product field to display in the listed products section. Example Value: ProductCode
Listed Products Default IconEnter the ID to the attachment of the default Product Icon used for the Listed Products.
Main Section RatioType the ratio in which you want to divide the page. The ratio of the main sections in the page should be separated by a colon. The default value is 20:60:20. This is applicable to the SelectConfigOptionsDetail, ConfigureBundle, and SelectBundleOptions page.
Note: Do not use the SelectBundleOptions page from your drop-down list, it is no longer supported.
Minimize CartDisplays the cart icon and hides the cart sidebar on theright handside of the catalog page.
Order Status FieldsType the name of the line item fields (separated by comma) that contains information aboutpromotion, delivery info, shipping info, and more.
Product Cache Fields1Enter the first list of custom fields required for product cache.
Product Cache Fields2Enter the second list of custom fields required for product cache.
Product Cache Fields3Enter the third list of custom fields required for product cache.
Product Cache Fields4Enter the fourth list of custom fields required for product cache.
Read Only LocationMakes the Location field read-only.
Save as Favorite Dialog ColumnsEnter comma-separated API names of the columns that you want to display on the Save As My Favorite dialog box on the cart.
Search Query LimitType a value to set the limit for a search query. For faster product search, type a smaller number. The default is 1000.
Selected Products Column2(optional) Type the API name of the line item field to display in the selected products section. Example Value: ProductId__r.ProductCode
Selected Products Column3(optional) Type the API name of the line item field to display in the selected products section. Example Value: ProductId__r.ProductCode
Selected Products Column4(optional) Type the API name of the line item field to display in the selected products section. Example Value: ProductId__r.ProductCode
Show Checkbox In Rule DialogEnables check box to select multiple products in the Inclusion Constraint Rules dialog at once, instead of adding the products individually using Add to Cart. This setting works for Inclusion Rule with Min/Max Match Rule as Include Min/Max.
Show Favorite as First CategorySelect this setting to display favorites category on top in list of product categories.
Show Product Icon Cart Detail ViewDisplays the product icon on each line item in the Cart Detail View page.
Note: This will disable the action item columns and show the actions under the product icon.
Show Quantity InputDisplays the Quantity field on the catalog page.
Show Recommended Products Cart ViewDisplays the recommended products component in the Cart Detail View page.
Show Selected Product All ChargesDisplays all the charge types for selected products in the tree view options page.
Show Selected Products in Config OptionsDisplays the Selected Products widget in the Config Options Detail View page.

This custom setting holds the Configuration & Pricing System properties. The record System Properties should already exist. If not, create a record named System Properties. Click Manage then click New to create a new record. Define the fields mentioned in the table as desired and click Save.

SettingDescription
Actions Column PositionEnter the position of the actions column in the cart page.

Valid values are:

  • Left
  • Right
Adhoc/Product Totaling HierarchyEnter the list of product fields that represent the product totaling hierarchy. Each product field name must be separated by a new line. For Ad-hoc totaling, enter the line item fields that represent a totaling group. If empty, then CPQ uses Bundle Family by default.
Admin User

The admin user is the default owner of activities created by a user who is not allowed to be the owner, for example, Customer Portal user.

Enter the admin user name as <first name>, <last name>.

Auto Execute Post-Pricing StepSelect this setting to enable CPQ to execute the post-pricing logic automatically after pricing. The setting is applicable only after the pricing logic is defined in the pricing extension callback.
Auto Execute Pre-Pricing StepSelect this setting to enable CPQ to execute the pre-pricing logic automatically before pricing. The setting is applicable only before the pricing logic is defined in the pricing extension callback.
Auto Finalize On Cart ApprovalSelect this setting to automatically finalize the cart when it is approved and ready for finalization.
Auto Refresh Usage TierSelect this setting to enable modifiable usage tiers to automatically re-calculate tier price upon PLI change.
Auto Sync On Cart ApprovalSelect this setting to automatically synchronize the cart when it is approved and ready for finalization.
Auto Update Category ViewSelect this setting to enable auto incremental updates to category view.
Base Product Relation FieldEnter the API name of the product field that associates a child product with the base product.
Bypass SharingSelect this setting to enable apex code to bypass record sharing.
Bypass Shopping CartSelect this setting to display the Update Price and Finalize buttons and hide the Go To Pricing button on all the new pages. On the configuration page, only the Go To Pricing button is disabled. You can still finalize the quote using the Mini cart.
Cart Edit Access Idle Timeout in MinutesEnter a number to specify the number of minutes of idle time a configuration can be kept in edit mode.
Cart Theme

Cart Themes are deprecated. No changes are executed even if the values are defined in the setting.

Cascade Shared Attribute UpdatesSelect this setting to cascade the shared bundle attribute updates to options in the bundle. If this setting is not selected, the bundle attributes will initially be cascaded to options in the bundle, but subsequent changes in the bundle attribute will not be cascaded to option attributes.
Cleanup Invalid Rule PromptSelect this setting to enable removal of line items prompted by currently invalid rules.
Compute Totals In Separate StepSelect this setting to enable CPQ to perform the totaling in a separate step or combine it with the base pricing step. This setting ensures that the totaling, which is dependent on the number of lines, should be done as a separate remoting call. This setting helps to avoid the CPU time limit issue to a large extent.
Constraint Rule Execution Mode

Enter the mode to perform the constraint rule execution on the client-side or the server-side. By default, no value is specified and the system assumes the value as Server.

Valid values are:

  • Client
  • Server

This custom setting supports inclusion, exclusion, and validation rules on the client-side as well as the server-side.

In a Service CPQ flow, always execute constraint rules in Client mode.

CR Maintenance Governor Limits ThresholdEnter the percentage of governor limit to be used as a threshold for constraint rule maintenance job. When the maintenance job fulfils the threshold, CPQ divides the maintenance job in multiple batches and then continue to excecute the job. The value must be in range of 10 to 100. By default, the threshold will be 100% of the governor limit.
CSS Override

Enter the name of the static resource to override CSS in the catalog, attributes, options, and cart pages.

To define CSS for a specific flow, define the field in the dataset of that flow and leave the field blank in System Properties. If you define the CSS Override in both the datasets, only the value in System Properties is considered.

Currency Field Precision

Enter a number to specify decimal places for currency precision. The default currency precision is 2 decimal places.

Currency Field Precision only applies to Net Price, irrespective of the currency. You can create a formula field to define the precision of the values of the amount fields based on different currencies.

Custom Asset Action Label NameEnter a label name for a custom asset action.
Custom Asset Action PageEnter the Visualforce name for the custom asset action page.
Custom Deal Guidance PageEnter the name of the custom Deal Guidance page.
Custom Option Attribute PageEnter the name of the custom Option Attribute page.
Custom Pre-Pricing FieldsEnter the list of custom fields from the line item object that determine the pre-pricing indicator.
Custom Pricing fieldsEnter the custom field API name from the line item object displayed on the cart page. To add more than one field name, separate the names by a new line or a comma.

When you makes any changes to these custom fields, the system is set to reprice before clicking Review and Finalize.

Default Asset Pricing Indicator?Select this setting to make asset pricing default for Asset Related Line Items.
Default Catalog PageEnter the Visualforce page name for the default catalog page.

Valid values are:

  • SelectConfigProducts
  • SelectConfigProductsFilterView
Defer Constraint on Option SelectionSelect this setting to process the constraint rules on option selection on the Configuration Page. If the selected the constraint rules deferred until the Sales Rep clicks Go to Pricing or any other action button available on the Configuration page.
Defer Pricing

Select this setting to price the products before displaying the cart or after displaying the cart. The default is true (defer until cart is displayed).

The user can see the Update Price button on the Configuration page only if you enable the Defer Pricing setting.

Defer Validation Check in BundlesSelect this setting to defer the validation check in the bundle configuration step. This is setting is selected by default.
Direct Configure Asset ActionsSelect this setting to open the options page for the first bundle product that is configurable. The rest of the bundle products are added to the cart and displayed under the Selected Products section on the right-hand side panel. If the bundle product is set as Must Configure, an exclamation icon is displayed for incomplete configuration.
Disable Charge Type TotalingSelect this setting to disable the totaling of charge types.
Disable Constraint RulesSelect this setting to disable constraint rules. This may be used to optimize performance when constraints are not used in the organization. The default value is false (enabled).
Disable Existing Asset PricingSelect this setting to disable the existing asset pricing. If disabled, prices of existing assets are not rolled up.
Disable Pricing Query OptimizationSelect this setting to disable pricing query optimization for the cart. This setting allows the system to load a large number of managed fields from the line item into the cache. By default, fewer fields are retrieved for line items in the cart to optimize the heap. This indicator is used to disable the optimization so that it supports the existing customization.
Disable SOSL Text SearchSelect this setting to disable the SOSL catalog search. When disabled, CPQ uses SOQL catalog search.
Display Cart Actions As DropdownSelect this setting to display the line item action buttons as a drop-down menu on the cart page.
Enable Adjustment BucketsSelect this setting to enable adjustments applied in the Mass Adjustments dialog box for a line item to be grouped in buckets, to be used as targets for applying further adjustments. This setting works only if you have set a finite value in the Max Adjustment Lines custom setting.
Enable Adjustment SpreadSelect this setting to enable the adjustment on a bundle to spread to its options.
Enable Aggregate PricingSelect this setting to enable aggregate pricing. This may be used to optimize performance when aggregate price rules are not used in the organization. The default value is false (disabled).
Enable Auto Reprice

Select this setting to automatically reprice the cart when a price component is modified, without applying any pricing rules.

This setting provides client-side computation facility.

  • On Cart Grid with custom setting Enable Auto Reprice set to ON, when you change any Quantity on cart line item and click Reprice, CPQ updates the pricing fields such as Extended Price, Net Price for the specific row.
  • Calculates totals (by charges and frequency) and grand totals
  • Calculates subtotals for category

As a sales rep you can see estimated pricing without any delay using this setting.

Estimated pricing means when quantity is changed and adjustment or discounts are provided, pricing calculation is done at the client side.

Enable Auto Sequencing For OptionsSelect this setting to enable auto sequencing for options. If you do not select this option, the Option Item Sequence in the shopping cart and the Line Itemsisbased on the user selection sequence rather than the Bundle Options sequence.
Enable Base Price AdjustmentSelect this setting to enable unit level price adjustment for the Base Price of the product in the cart.
Enable Base Price Rounding

Select this setting to enable CPQ to round list price and base price fields in the line item using the currency field precision setting.

Enable CartLocking for Concurrent Access

Select this setting to enable your cart for concurrent access to other sales representatives. Refer to Cart Locking for more details.

Enable Contextual TotalsSelect this setting to display subtotals and totals section at the bottom of the cart page for Cart Grid UI. By default, this setting is not selected.
Enable Custom Rounding

Select this setting to enable rounding of selling term and price in each price calculation step.

  • Rounding of Selling Term: This setting considers the precision of selling term defined in the Term Field Precision setting and rounds the selling term consistently both on the UI and in backend calculation.
  • Rounding of Pricing: This setting rounds the price in each price calculation step considering the precision defined for each currency, both on the UI and in backend calculations. The amount in price calculation steps (for list price, base price, adjusted price, and net price only after each step such as price matrix, price ruleset, line level manual adjustment, group adjustment) is calculated considering the precision of the currency.

Price rounding at backend occurs only for the base price, adjusted price, and net price when this setting is enabled.

Enable Defaulting For ProductsSelect this setting to enable defaulting for products. This may be used to optimize performance when product default rules are not used in the organization. The default value is false (disabled).
Enable Default Quantity For ABO Item

Select this setting to enable the default quantity rules for ABO items. 

When you enable this setting, CPQ supports only attribute-based default quantity during ABO operations.

Enable External PricingSelect this setting to enable external pricing. The default value is false (disabled).
Enable Fast CloningSelect this setting to enable fast cloning.
Enable Field ExpressionsSelect this setting to enable users to use Expression Builder for attributes, option groups, and options. This setting is enabled by default.
Enable File

Select this setting to enable use of Files (Salesforce). This setting also enables preview on the Doc Gen page.

After you select this setting, it is mandatory to run Migration, which moves the documents in Notes & Attachments from CPQ to Salesforce Files.

Enable Keyed Matrix Pricing

Select this if you have option products with a large number of dimensions of type discrete. This also helps in reducing SOQL queries.

Enable LocationSelect this setting to enable users to select a location for a cart. The line items will have the current cart location assigned to them.
Enable Matrix Pricing For OptionsSelect this setting to enable matrix pricing for options. This may be used to optimize performance when options do not use price matrices in the organization. The default value is false (disabled).
Enable Notification Feed

Select this setting to enable notification pop-ups.

Only applicable for Quote Collaboration notifications. The notification pop-up appears when any collaboration request is submitted, completed, accepted and merged in the parent cart.

Enable Optional Items

Select this setting to enable optional items in the cart.

Enable Paginated GridSelect this setting to enable pagination for cart grid.

Enable Price Matrix Audit Trail

Select this setting to enable CPQ to create audit trail entries when adjustments are applied on the Line Item through Price Matrices. The audit trail entries are created on the Adjustment Line Item object.

This feature does not work if you use adjustment buckets.

Enable Price Rule Audit TrailSelect this setting to enable CPQ to create audit trail entries when promotions are applied on the Line Item through Price Rules. The audit trails entries are created on the Adjustment Line Item object.
Enable Total Level IncentiveSelect this setting to enable incentives at the total level.
Enhanced Search URLSelect this setting to enhance search URL endpoint.
Expand Bundles in Cart

Select this setting to expand all attributes and options of a bundle product in the cart.

Pagination feature is not supported along with Expand Bundles in Cart.

FavoriteFilters

Enter the API names of fields of type picklist and multi-select picklist from favorite configuration object. These fields define the filters that can be used to categorize favorite configuration on catalog page. If you define default values for the picklists, they are displayed on the catalog page as well. Only the first five fields are displayed on the catalog page. Enter the API Names of the fields separated by a comma or by a new line.

Field Expression Execution Mode

Indicates where the numeric expressions are evaluated. Following are the values:

  • Server - (Default) Enables the server-side execution of the numeric expressions.
  • Client - Disables the server-side execution of the numeric expressions.
Fixed Button BarSelect this setting to display a fixed bar for actions button on the catalog, attributes, options, cart, and installed products page.
Generate Relative Url For Sites

Select this setting to enable CPQ to generate relative URL for links for a Communities user.

This custom setting is deprecated.

GroupBy Fields

Specify the API names of those line item fields that are of the type: Lookup, Formula Fields, and Text. These line item fields are shown under the Group By drop down on the cart page. For example, for Group By PriceList, specify the API name of the field that is a lookup to the pricelist object. These fields are also used in the new Cart View feature available under Viewing the Cart in Grid View section in the User Guide.

API names with relationship fields are not supported. For example, Apttus_Config2_ProductIdr.name is not supported. However, the regular Line Item Field API Names like Apttus_Config2ProductId_c are supported

Guide Page DefaultEnter the Visualforce page name for the default guide page for product selection.
Hide Asset ActionsEnter the actions to hide on the Installed Products page. Use a comma to separate values. For example, Increment, Amend, Renew, Cancel. These actions are tied with your Flow settings. Refer to Permitted Actions for Assets for more details.
Hide Cart ViewsSelect this setting to hide Cart Views on the cart.
Hide Cart Views Creation

Select this setting to hide the Create New View menu option in the Cart View.

Hide Copy ActionSelect this setting to hide the copy action in the cart. The default value is false (copy icon is displayed).
Hide Dates For One Time ChargeSelect this setting to hide the dates for price list items of type One-Time Charge.
Hide Evergreen End Date

Select this setting to hide the end date for Evergreen Proposals.

Hide Grand TotalSelect this setting to hide the grand total line on the cart page.
Hide Resolve Config LinkSelect this setting to hide the link to the resolve configuration error page and instead display the error along with the constraint rule message.
Hide Subtotals In CartSelect this setting to hide subtotals in the cart view. The default value is false (show subtotals in the cart). When selected, the system hides subtotal lines in the Summary section and still shows Category Total, One Time Total, and Grand Total.
Instance UrlEnter the Salesforce instance URL (for example, https://na7.salesforce.com). The instance URL is required to navigate to custom pages in the managed package.
Keep Abandoned CartsSelect this setting to keep abandoned carts. The default value is false (abandoned carts are moved to the recycle bin).
Large Cart Spilt Criteria FieldsThis setting is not functional. You must use the Split Cart Criteria Fields setting to define criteria for the Large Cart flow.
Large Cart ThresholdThis setting is not functional. You must use the Split Cart Threshold setting to define criteria for the Large Cart flow.
Max Adjustment LinesEnter the maximum number of discount lines allowed for a line item.
Max Allowed Lines For Mass Actions

Enter the maximum number of line items to be selected for mass actions on the cart. The default value for selecting the line items for mass action is 10. Max Allowed Lines For Mass Actions custom setting is overridden when Perform Mass Actions in Parallel custom setting is enabled by the user for selecting a large number of line items on the cart for mass action in one go.

Max Constraint Rules Round TripEnter the maximum number of round trips after which the constraint rule processing should stop. Round trip happens only when auto included products trigger more rules. The default value is 3.
Misc Charge TypesEnter the list of miscellaneous charge types. Each charge type should be separated by a new line. The charge types are displayed as picklist values when adding miscellaneous items to the cart. The default values are Sales Tax and Shipping & Handling.
Multi Currency Management

Enter a value to define the currency precision in a multi-currency org. Valid values are Platform and None.

  • Apttus: This is the default value. If you choose this value, the system considers the currency precision settings that you have defined using Currency Field Precision.
  • Platform: If you choose this value, the system considers the precision settings for the currency defined at Setup > Administer > Company Profile > Manage Currencies. When you click Manage Currencies, the decimal places defined for your Corporate currency is considered. If you do not specify any value in the Decimal Places, the system considers the default value as 2.
Option Line Item ColumnsEnter the field name from the line item object displayed in the Option Hierarchy page. To add more than one field name separate the names by a new line or a comma.
Option Pricing Chunk SizeEnter a number for the the option pricing chunk size for bundles with a large number of options. The default value is 100. The SFDC governor limit affects the chunk size.
Option Product ColumnsEnter the field name from the product object displayed in the Option Hierarchy page. To add more than one field name separate the names by a new line or a comma.
Options PageEnter the Visualforce page name for default options page. If no value is specified, the options page defaults to the icon view. Valid values are:
  • SelectConfigOptions
  • SelectConfigOptionsTabView
  • SelectConfigOptionsListView
Percentage Field PrecisionEnter a number to specify decimal places for percentage precision. The default percentage precision is 2 decimal places.
Perform Mass Actions in ParallelSelect this setting to perform mass actions on the cart. You can copy and remove multiple line items from the cart by mass action in one go.
Populate Attribute Extensions

Select this setting to indicate that the attribute values are populated in the attribute extension objects.

Pricing Batch Size

Enter a number to define the number of line items that can be processed in a single pricing call. Setting the Pricing Batch Size, the system runs pricing with the specified number of products as a batch, thus increasing performance. These batch calls to the database are governed by the Salesforce CPU time limit and hence the number assigned for Pricing Batch Size must be carefully evaluated.

You can configure this setting based on a flow. In such a case, the flow-based setting overrides the generic setting.

Pricing Profile
Enter Basic, Advanced, or External. A pricing profile is Basic, when there are none of the following used:
  • Pricing Rules
  • Price Matrices
  • Related Pricing Setup
  • Bundles

If the Pricing Profile field is left blank, the default value is Advanced.

You can configure this setting based on a flow. In such a case, the flow-based setting overrides the generic setting.

Product Attribute Detail PageType the Visualforce page name for default attributes page. This is the custom page to capture product attribute details.
Product Attribute Extension TablesEnter comma-separated API names of the lookup relationships, created with the Product Attribute Value object. For example, if you have 4 extension objects to Product Attribute Value object and their corresponding 4 lookup relationships, you must specify 4 API names in this field.
Product Display Max LengthEnter the maximum number of characters to be displayed for the product name on the cart page. If the product name exceeds the maximum length, the ellipsis is shown. The default value is 21.
Product Option Price Order

Enter the order of execution of option pricing (with adjustments) in conjunction with the price rule set and matrices. The valid values are: First and Last. By default, the value is Last.

  • First - The system applies the adjustments before the price rulesets and after price matrices.
  • Last (Default) - The system applies the adjustments after the price rulesets.
Product Sorting FieldsEnter the list of API names of fields from the Product object to be displayed in the sorting drop-down on the Catalog page.  The Sales rep can use the Sort drop-down to select a field from the list to sort the products on the Catalog page.
Quantity Field PrecisionEnter a number to specify decimal places for quantity precision. The default quantity precision is 2 decimal places.
Refine Search Checkbox Display LimitEnter a number to specify the limit after which the Refine Your Search options are displayed as a picklist. By default the options are displayed as checkboxes. The minimum and the maximum values are 0 and 20 respectively. Any number less than 0 is considered 0 and any number greater than 20 is considered 20.
Related Price Scope

Enter a value to perform the related pricing calculations over the entire cart or confine the calculations to a Bundle product only. For example, if the price of an Option product is a percentage of another Option product in the same bundle, consider the following scenarios with Related Price Scope = Cart and Bundle,

  • If value = Cart, the Option price is based on the price of all the instances of the related product in the cart, whether it is in the same Bundle or a Standalone or in an another Bundle.
  • If value = Bundle, the Option price is based on the related product instances within the same Bundle.
Remove Invalid Rule ProductsSelect this setting to automatically remove line items auto-included by invalid rules on cart launch. If the setting is disabled, the user is prompted to take appropriate action.
Resolve Configuration PageEnter the default Resolve Configure page name. On Resolve Configuration Errors/Warnings, this page is used.
  • ResolveConfig
  • ResolveConfigProducts
Revalidation Product ColumnsType the API names of product object fields that you want to display on the revalidation pop-up on the cart page. You can separate each field API name either by a comma or by a new line.
Rounding Mode

Enables currency rounding in pricing calculations. This setting rounds adjustments before calculating the base price. Enter one of the following values:

  • UP: Rounds the currency to the next number. For example, 21.2 is rounded to 22.
  • DOWN: Rounds the currency to the previous number. For example, 21.8 is rounded to 21.
  • HALF_UP: Rounds the currency to the next number if the decimal is equal to or greater than 5. For example, 21.5 to 21.9 is rounded to 22.
  • HALF_DOWN: Rounds the currency to the previous number if the decimal is equal to or smaller than 5. For example, 21.1 to 21.5 is rounded to 22.
  • HALF_EVEN: Rounds the currency to the nearest even number. For example, 23.5 is rounded to 24 and 22.5 is rounded to 22.
Run Misc Finalization Task in Async Mode

Indicator to check whether proposal line product attribute and usage tier records to be created with some delay after you Finalize a cart. In a scenario when the user creates Asset or generates a document immediately after finalizing the cart, there are chances that the record does not have attribute value or usage tiers.

If this checkbox is selected, the usage tiers and attribute record for proposal line items are created in Async mode when you finalize a cart. Otherwise, the usage tiers and attribute record for proposal line items are created as soon as you finalize a cart.

Run Post Finalize Trigger In Async ModeIndicates whether the finalization task should be run asynchronously.
Same Day Cancellation

Select this option if you want the Asset Cancellation applicable on the same day. For example, while performing Termination on an Asset you enter the Termination Date as 5/11/2016. If you select Same Day Cancellation, the cancellation will be effective from 5/11/2016. Otherwise, the cancellation will be in effect a day later which is 5/12/2016.

Same Day Cancellation is applicable by default. Clear the checkbox to apply cancellations after a day.

Save On All Actions

Saves the configuration when you click any action on the cart page.

Search Category DefaultThe default search category. Indicates the category to default to when searching for products using the search text box in the product selection page. 

The valid values are the following: 

All Categories All Products 

The default value is All Categories. Choose All Products to search all products regardless of categories.
Selling Term Calculation Method

Indicates the method to calculate the selling term for Line Items on the Cart page.

The valid values are:

  • Calendar: The selling term is calculated based on the calendar. This is the default method.
  • Billing Preference: The selling term is calculated based on the Billing Preference. You can price the transactions based on the term calculated according to the user’s preferred start day instead of it always being the first of the month.
    When the Billing Management package is installed and the Selling Term Calculation Method setting is set to Billing Preference, the selling term is calculated based on the billing preferences. For more information, refer to "Billing Preferences" in Billing Management on Salesforce Administrator Guide.

The old values supported for this field were Normal or Precise. Whenever you upgrade CPQ packages, the last value of Calendar or Billing Preference (added before upgrade) must be retained. In case the value of this field changes to Normal or Precise (old values) after an upgrade, ensure that you manually change it to Calendar or Billing Preference. The old values of this field (Normal and Precise) are not automatically removed from existing installations.

Service Line Split CriteriaDefines the criteria to clone the service line.
Service Price Distribution Method

Enter a value to define the mode used for service pricing. The valid values are:

  • Rollup: Considers all entries of asset components and service line items and the rolls up the final value. Enter this value when the customer has a need to pool and price related equipment with different service prices.
  • Allocate: If values for different services are different and user clicks Relate and adds another option, CPQ takes the price of the matrix entry and then distributes to the entire service price. Enter this value when the customer has a need to create a service line only for similarly priced related equipment line items. In this case, the dimensions from the first set of the related line items are used to price the service.
Show Admin SidebarHides the sidebar for the following Admin pages:
  • CPQConsole.page
  • CategoryManager.page
  • ClassificationHierarchy.page
  • ConstraintRuleActionCriteriaEdit.page
  • ConstraintRuleConditionCriteriaEdit.page
  • CriteriaUpdate.page
  • DisplayActionSettings.page
  • DisplayColumnSettings.page
  • FeatureSet.page
  • HierarchyViewUpdate2.page
  • IconUploader.page
  • ManageGuidedSearchRule.page
  • MultipleConstraintRulesAdmin.page
  • PriceListItem.page
  • PriceRule.page
  • ProductConsole.page
  • ProductConstraintView.page
  • ProductDefaultRuleCriteriaEdit.page
  • ProductFilterMaintenance.page
  • RelateAttributeToProduct.page
  • RelateFeatureToProduct.page
  • RelateProductToBundle.page
  • RelateProductToCategory.page
  • RelateProductToFootnote.page
  • SystemProperties.page
Show Attributes in CartShows the specified attributes applicable to the line items in the cart. Attributes appear in the product dialog.
Show HeaderDisplays the header tabs and the sidebar on the custom pages.
Show Info In HeaderIndicates whether to show information message from auto include or auto-exclude in the header. The default value is false (Hide).
Show Radio Buttons for AssetEnable to display radio buttons for asset actions Renew, Increment, Amend, and Cancel.
Show Tab View

Displays option groups as tabs instead of sections in the options page. You can enable the Show Tab View setting at a product level also. Select the checkbox on the product details page.

Skip Constraint Decision FieldIndicates that fields on the line item skips the Constraint Rule check. Enables bypassing constraint and finalize quote even if there are constraint error.
Skip ReviewSkips the review step for items in the cart.
Split Cart Criteria FieldsDefines the criteria to break the summarized view of items added during a large cart process. List the API names of the line item fields separated by a comma or new line. Enter the field names whose values do not change after the records are created for a cart.
Split Cart Threshold

Indicates the number of line items, when exceeded a cart is created. When you define the threshold as 20 and the cart has 30 line items, a cart is created for the remaining 10 line items. This setting is applicable for Split quotes.

The default batch size for order line item creation and order activation is 100 unique bundle lines. This means 100 unique products on the cart (each product can have multiple line items).

Static Criteria Fields

Defines the criteria to break the summarized view of items added during a large cart process. List the API names of the line item fields separated by a comma or a new line. Type the field names whose value does not change after the records are created for a cart.

Term Field Precision

Type the precision value that you want to display for the Selling Term column on the shopping cart. For example, if your term calculation results to 4.553412 and you have set Term Field Precision to 3, the Selling Term column displays 4.553. The default term precision is 5 decimals.

This setting is applicable only for the New UI.

Totaling Group Type

The totaling group preference. The valid values are the following: 

  • Category: When you add a product to the cart from the lowest leaf category where it is associated, the Category Hierarchy column in the Line Items related list is populated with its bread-crumb trail. This is useful to identify the exact category from where the product was added, in case if the product is associated with multiple categories
  • Product

The default value is Category. For Product-based totaling, the Product Totaling Hierarchy setting is required.

Update View Category Batch SizeDefines the number of categories to update views in a single transaction. Enter a number to define the batch size.
Update View Product Batch SizeDefines the size of the batch to update views of products in a single transaction. Enter a number to define the batch size.
Update View Use Dml LimitIndicates whether the DML limit is used to determine the workload of a batch to update views of products.
Use Button to Save SelectionIndicates whether to wait for button click before processing option selection and validation.
Use Enhanced CSSEnables you to include the enhanced CSS file on CPQ pages.
View Cart Custom FieldsEnter the list of custom fields from the line item object displayed in the custom view cart page. Each field API name should be separated by a new line or a comma.
View Cart Custom Fields 2Enter the list of additional custom fields from the line item object displayed in the custom view cart page. Each field API name should be separated by a new line or a comma.
View Cart PageType the Visualforce page name for default cart page.
View Cart Total Custom FieldsEnter the list of custom fields from the summary group object displayed in the custom view cart page. Each field API name should be separated by a new line or a comma.


When a line item of Charge Type = One Time or a proposal that is Evergreen is created, you can choose to hide the dates of the line item or in the proposal. Similarly, if the Line Item has Auto Renewal marked as true, you can choose to hide the dates on those line items.

The behavior listed below is true when you split the bundle ramps.

ScenarioFlags selectedResult


If Price Type is One Time on Line Item
Hide Dates For One Time (If selected)Hide Start Date and End Date on Line Item.

Hide Dates For One Time (If not selected)

Start Date and End Date are visible.

If Price Type is Recurring or Usage


Hide Evergreen End Date (If selected) and AutoRenewalType = Evergreen on Line ItemEnd Date is hidden.

Hide Evergreen End Date (If not selected) and AutoRenewalType = Evergreen on Line Item

End Date should behave the same way it behaves for recurring.

This custom setting holds Configuration and Pricing user preferences.

SettingDescription
Catalog Products Per Page

Enter the number of catalog products that you want to display on the Catalog page. Valid values are: 10, 20, 50, and 100.

Category PreferenceEnter the Category preferences for the user or profile. Enter the list of category names separated by comma.
Collapse Error MessageSelect this setting to collapse error messages.
Collapse Info MessageSelect this setting to collapse info messages.
Collapse Quick Add FilterSelect this setting to collapse the quick add filter by default.
Collapse Warning MessageSelect this setting to collapse warning messages.
FlowEnter the name of the default flow associated with the user.

Groups Per Page

Number -
Items Per Page

Enter the number of browsed or searched products to be displayed on the following pages:

  • On the product selection page
  • On the cart grid for showing line items (if pagination is enabled)
  • On the promotions pop-up
  • On the Mini-Cart
  • On the assets grid
Logging Level

Enter the logging level for JavaScript code. Valid values are: Debug, Info, and Error.

Option Items Per Page

Enter the number of displayed option products to show in the cart page. Valid values are 5, 10, 15, 20, and 25.

Selected Comparison ProductsEnter values to maintain selection of compared products, between the Catalog and the Compare Features page.
Selected Products Per Page

Enter the number of selected products that you want to display on the configuration pages. Valid values are 5, 10, 15, 20, and 25.

Custom Settings for the Installed Products Page in CPQ.

SettingDescription
Account Hierarchy Batch SizeEnter the number of Account Hierarchy records processed for each batch execution. Recommended value is 500. Valid values range from 1 to 2000.
Alert Asset Related To Renewal CartSelect this setting to display a warning on the Installed Products page when the user tries to manually renew an asset associated with a system-generated renewal quote or renewal agreement. The setting is not selected by default.
Allow Backdated Termination

This setting is disabled by default, that means, user cannot terminate an asset by specifying an end date to any date prior to the current date. End date should be greater than the start date.
Select this setting to enable user to specify a termination date earlier than today. This may have additional impact on billing because an invoice for the period may have already been generated.

Allow Mass ChangeSelect this setting to enable user to perform mass changes for must configure assets.
Amend Change Fields

Enter comma separated line item field names whose values can turn an existing asset line into an amended asset line. This setting is no longer used. All the editable fields honor the flow settings configured for the Cart.

Apply Adj To Current Contract Term

Select this setting to keep the discounting limited to the current contract term.

When you enable this setting, CPQ applies adjustments and calculates the net price and net unit price of the assets based on the current contract term only. When you disable this setting, CPQ applies adjustments and calculates the net price and net unit price of the assets based on the original start date of the asset.

Asset Currency Field Precision

Enter the number of decimal places for the asset currency fields.
(used by the formatfields function)

Asset Source

Enter the account source which the asset line items will be retrieved from.

This setting allows you to filter the assets to be displayed on the Installed Products page based on the Ship To or Sold To or Bill To fields of an account. By default, all the assets filtered with the Sold To field are displayed. Specify the API name of the Account field that you want to use as a source for displaying assets. For example, to filter the assets based on Ship To field, enter Apttus_Config2__ShipToAccountId__c. You can specify all the three account fields and the system considers an OR condition between these fields while filtering. This is useful when an account has different locations for shipping and billing and you want to display only those assets that have been shipped to a certain location.

Asset Termination Fields

Do not use this setting. Instead use the Asset Termination option from the Display Type picklist. For more information, see Configuring Display Columns Settings.

Base Price Defaulting Method For Renewal

Enter a value to define how CPQ must default the base price when an asset is renewed. Valid Values are:

  • Net Unit Price (default if not specified): CPQ renews the asset line with the net unit price. If no value is specified for this setting, this is the default behavior of CPQ during renewal.
  • Higher Of Contract Unit Price / Net Unit Price: CPQ renews the asset with the higher value of contract unit price of net unit price of the asset.
  • Lower Of Contract Unit Price / Net Unit Price: CPQ renews the asset with the lower value of contract unit price of net unit price of the asset.

Other asset operations still use the net unit price for loading the asset line items. CPQ applies this setting to bundle and its options similarly (that means, a bundle cannot have a higher price while its options have a lower price).

You can define this setting at a flow level; however, the flow-level setting overrides the setting defined at Primary Settings.

Cotermination Preferences During Renewal

Enter one or more of the following values (comma separated values, without space) to allow the user to determine renewal end dates.

  • UseProposalOrAgreementEndDate: This option enables users to renew an asset using the proposal or agreement end date. CPQ displays the Use Proposal End Date option if the user renews assets using the quoting flow and the Renewal Business Object Type is Proposal. CPQ displays the Use Agreement End Date option if the user renews assets using the agreement flow and the Renewal Business Object Type is Agreement.

    If the user performs asset renewal through the Asset Manager flow or CSR flow, the Use the Proposal End Date or Use Agreement End Date option is not displayed on the Confirm Renewal intermediate page. 

    If the user performs asset increment through the Asset Manager flow, the Use Agreement End Date option is not displayed on the Change Quantity intermediate page.

  • RetainCurrentAssetEndDate: This option enables users to retain the current asset end date while renewing an asset.
  • UseFarthestAssetEndDate: This option enables users to use the farthest asset end date while renewing assets.
  • UseRenewalDate: This option enables users to renew assets with a custom renewal date.

You must enter at least one value in this setting. If you have more than one value, you must also select a default value in the Default Renewal Cotermination Option setting. If you do not select any default value, the first of the selected values is considered as the default value.

Depending on the selected setting, users can now bypass the Confirm Renewal intermediate page altogether.

  • If there is only selection for co-termination (apart from UseRenewalDate), the Confirm Renewal intermediate page is completely bypassed. On clicking Renew, CPQ creates the renewal line and refreshes the Installed Products page to show the detail in the Mini Cart.
  • If there is more than one selection for co-termination, CPQ displays the Confirm Renewal intermediate page to allow the user to make a selection.
  • If the selected option is UseRenewalDate, CPQ displays the Confirm Renewal pop-up to collect the user input.
Create Renewal Opportunity

Select this setting to enable CPQ to create a renewal opportunity for system generated asset renewal quotes.

This setting indicates if you want to create renewal opportunities along with renewal quotes. By default, this check box is not selected. This is to prevent the system from running into locking issues when an account has a large number of assets and the batch process creates the renewal opportunities for all these assets.

When this setting is true, the Create Renewal Opportunity scheduled job runs and creates the renewal opportunities along with renewal quotes.

When this setting is false, the Create Renewal Opportunity scheduled job runs and does not create the renewal opportunities and creates only the renewal quote.

Default Cotermination OptionEnter the default end date preference for cotermination.
Default Renewal Cotermination OptionEnter the default end date preference for renewal cotermination. If there is only one value in the Cotermination Preferences During Renewal setting,  that option is selected by default. If there are more than one options, you can select a value as a default renewal cotermination option. Based on the default option, CPQ loads the selected renewal transactions on the Installed Products page, Confirm Renewal popup, or Confirm Renewal intermediate page.

Default Renewal Price List

Enter the name of the Price List which is a mandatory field for Quote creation.

Default Renewal Term

Enter a value for a renewal term. When the value is provided use this value as the renewal term for Renewing products. The value here denotes months to renew as the end date. Ideally, your Selling Term is equal to your Default Renewal Term.

Editable Fields for Cancelled Lines

Enter comma-separated API names of the fields that you want to make editable for cancelled lines on the cart (during asset termination).

You can enter a custom currency field that is not based on a formula. You cannot enter out-of-the-box currency fields such as base price and base extended price as editable fields.

Enable One Time Change

Select this setting to enable modifications or amendment to one-time assets. This is a global setting and cannot be restricted to apply for specific products. You can perform only amendments on one-time assets and not renewals.

If you deselect this and modify the asset, the renewal quote is updated for the modified asset. If you set it to false, Renewal Opportunity and Renewal Quote are not created for the one-time only products, but if you modify the asset, the change is reflected in the Renewal Quote.
If you set it to true, Renewal Opportunity and Renewal Quote is not created for one time.

It is recommended that you treat one-time assets purely as one-time sales. Any modifications or renewals should not be encouraged for one-time assets.

End Date preferences for Cotermination

Enter comma separated values (without space) to enable the user to select one of the following end dates while coterminating incremental licenses.

  • RetainCurrentAssetEndDate
  • UseCustomDate
  • UseProposalEndDate

    If the user performs asset increment through the Asset Manager flow, the Use the Proposal End Date option is not displayed on the Change Quantity intermediate page.

Filter FieldsEnter the API name of Asset Line Fields to be displayed on the Filter By panel. Works with text fields, Picklist, Multi-picklist, Date, DateTime and Boolean. Commonly used fields are Start Date, End Date, Lead Time Expiration, and Asset Status. Usually, all fields under Asset Line Item object are supported but you must enter ExpirationLeadTimeInDays value in order to display Lead Time Expiration field in the Search pane.
Hide Co-Term

Select this setting to hide the co-term end date on renew.

This setting hides the Coterminate with Increment panel on the Change Quantity (Increment Asset) page. The Coterminate with Increment panel is displayed by default.

Max Renewal Group Per JobEnter the number of Max Renewal Groups processed by one batch job. This setting is used to limit the length of batch job to avoid too many running batch jobs.
Max Renewal Line Item Per CartEnter the number of Max Renewal Line Items to be processed in one cart. This setting is used to limit the size of product configuration to avoid exceeding CPU and SOQL limits.
Max Renews Per Trip

Enter the maximum number of renewals per trip. To prevent CPU timeout use a smaller number. The default is 20.

Merge Action Criteria FieldsEnter comma-separated asset line item fields that must be common among the asset line items to be merged. The default fields are product, selling term, charge type, and end date.
Purchase Identification Criteria

Enter comma separated asset line item fields that determine the eligibility for cotermination and quantity cumulation.

This setting allows user to define a criteria to get coterminate related asset lines in the Coternimate with Increment section on the Change Quantity page during asset increment. The default purchase identification criteria are: Product, Charge Type, Option, and Account. CPQ currently supports only Purchase Identifier and alphanumeric custom fields.

For example, if you select Purchase Identifier, during increment of a selected asset, all other assets with the same Purchase Identifier are displayed on the Coternimate with Increment section.

Based on the selected purchase identification criteria, the total quantity of an asset spans multiple streams during the increment scenarios, on the Installed Products page (of a renewal quote).

Relate Action Criteria FieldsEnter comma separated asset line item fields to enable relate asset action. This custom setting shows all fields of Asset Line Item and Price Dimensions defined on asset line item. When the user selects two or more assets and clicks Relate, CPQ validates the selected asset line items against the Relate Action Criteria Fields. In case of any discrepancies, CPQ displays a validation error message to the user.
Renewal Business Object Type

Enter the Business object for which this renewal is taking place.

Valid values are: Proposal and Agreement

Renewal Default Price Book

Enter a Renewal Price Book name which you want to associate with renewals.

Renewal Execution Mode

This setting indicates if the Renewal of Asset Line Items must happen automatically or based on your specified conditions.

  • Enter Auto to automatically create the Renewal Opportunity on Order activation. Make sure you check Auto Renew on the product PLI, from the Default tab.
  • Enter OnDemand to create the renewal Opportunity before a certain lead time. You must enter a Renewal Lead Time for this mode to work successfully. To create a renewal Opportunity 90 days before the Asset Expiry, set the Execution Mode to OnDemand and Renewal Lead Time to 90.

Renewal Group Fields

Enter the API names of the fields you want to use for grouping. This setting indicates how to group the Asset Line Items when a Renewal Opportunity is created.

For Execution mode set to Auto, the system will group the renewal Opportunity by default by the Auto Renew flag - One for the Asset Lines with Auto Renew as True and the other for Asset Lines with Auto Renew as False.

For Execution mode set to OnDemand, the system can group the renewal Opportunity by Account and the Price List. However, if the implementation teams want to group the renewal opportunities by other parameters on the Asset Line Item, they can do so by specifying a comma-separated list of API names of the fields in this section. It is recommended to limit the grouping to a maximum of 4 fields.

Renewal Lead Time

Enter a value when the renewal quote must be created after an order is activated.

By default, the value is 0, which indicates that the renewal quote is created immediately after the order is activated, with the same number of Line Items in the order. If you specify 30, the renewal quote is created 30 days before the Asset End Date.

Renew One Ramp

Select this setting to renew only one ramp line item based on the new term in order of renewal term in the asset line item, default renewal term specified in the Installed Product Setting and Selling Term defined in the asset line item.

Consider a scenario where multiple ramped assets exist for a quote. In the previous releases, renewing any one of the ramped assets results in the creation of a renewal cart with the same number of ramps as the original proposal. Each ramp line is created from the original deal which implies that the uplift has to be defined from Ramp 1 for accurate prices in the subsequent ramps. Redefining and specifying details for each ramp can be cumbersome and as a user, you would expect that for a three-year ramped deal, the uplift specified on year 3 is applied on renewal to year 4.

Show Accounts FilterSelect this setting to display accounts filter in the Installed Products page. This is currently not supported.
Show Assets

This setting determines whether current, parent, or child assets of the current asset's account are displayed.

Enter comma separated values of Parents and/or Children. If empty, only context account assets are shown. Examples:

  • parents
  • parents,children
Show Service CoverageSelect this setting to display service coverage for a primary service.
Split Asset ActionsEnter the actions that can be performed on a split asset. This setting enables the user to perform split asset actions on the Define Split <asset name> page. Valid values are:
  • Renew: Enables users to perform the Split and Renew asset action.
  • Swap: Enables users to perform the Split and Swap asset action.
Submenu Actions

Enter comma-separated submenu actions that you want to display when the user clicks an action button on the Installed Products page. You can configure submenu actions only on the Change and Relate actions. The supported values are:

  • Change:Configuration displays the Configuration submenu under the Change action. This submenu enables users to configure an asset line item.
  • Change:Quantity displays the Quantity submenu under the Change action. This submenu enables users to initiate an action to add more licenses for an existing asset stream.
  • Change:Split displays the Split submenu under the Change action. This submenu enables users to split an asset into multiple split lines.
  • Change:Merge displays the Merge submenu under the Change action. This submenu enables users to merge multiple asset lines into a single asset.
  • Relate:Component displays the Component submenu as a drop-down under the Relate action. This submenu enables users to relate an asset component with a service.

Controls lookup field behavior in CPQ. Lookup field settings provide an ability to filter look up records through filter criteria based on immediate parent on which the lookup field is defined.

SettingDescription
Enable Quick View

Select this to enable CPQ to pre-populate the values in lookup fields on the Cart page. If you disable the setting, the Sales Rep needs to search the values. CPQ performance is optimized if you disable this setting as the lookup values are retrieved on the Cart page only when the Sales Rep clicks the search icon. Conga recommends disabling the setting for lookup fields with a large number of lookup records and also only enable the setting for a maximum of 2 lookup fields that are present on the cart.

Filter Criteria

Enter a formula to filter lookup values. The formula must be a valid expression to further filter down the search results for a lookup. The field size is 256 characters.

Formulas are built with left as a lookup or junction and right as the object.

Example: Product__c=Apttus_Config2__ProductAttributeValue__c.Product_Id__c

This formula fetches only such attributes whose IDs match with the selected products. Here, the ProductId is a custom formula field which fetches the Product Id of the Line Item object.

Filter Criteria 2

Enter a formula to be used as an extension to Filter Criteria. Contents of this field are concatenated to the content of Filter Criteria without any validation while evaluating.

There is no space between the expressions when they are concatenated because the leading and the trailing spaces are trimmed. Avoid splitting the expression where space is required. Split the expression mid-way between a word to avoid trimming the space at the beginning or end of a word.

For example,

Filter Criteria = AccountId_c = '00137000002ttoF' AN

Filter Criteria 2 = D TaxExempt_c = 'Yes'. After the fields are concatenated the expression becomes "AccountId_c = '00137000002ttoF' AND TaxExempt_c = 'Yes" .
Otherwise, when Filter Criteria = AccountId_c = '00137000002ttoF' AND

Filter Criteria 2 = TaxExempt_c = 'Yes'. After the fields are concatenated the expression becomes "AccountId_c = '00137000002ttoF' ANDTaxExempt_c = 'Yes" and results in a syntax error.

Note that there is no space between 'AND' and 'TaxExempt_c'

Junction Default FlagEnter the name of a field API from the Junction object to determine the default value of a lookup field. This field must be a checkbox.
Junction Field NameEnter the name of a field on the junction object which you would like to filter the lookup field by.
Junction Object NameEnter the name of the junction object which you would like to filter the lookup values. This is a custom object that you can define to filter the values which do not exist on the Lookup Object itself.
Lookup Display Columns

Enter the names of fields to be displayed on the lookup dialog box. Field names must be separated by comma without spaces.

The columns of the Lookup popup fields from the Lookup Object will be displayed by populating with the fields APIs from the Lookup Object such as Name__c.

Lookup Field Name

Enter the name for the lookup field.

This is the API name of the Lookup field on the Line Item or Product Attribute Value Object defined under the Object Name.

Lookup Record Limit

Enter the maximum number of records to query for the lookup field drop-down. Default value is 200 to a maximum of 1000.

Object Name

Enter the API name of the object where the lookup field exists.

Valid values are:

  • Apttus_Config2__LineItem__c
  • Apttus_Config2__ProductAttributeValue__c
  • Apttus_Config2__ProductConfiguration__c.

You can define lookup fields with filter criteria from Product Configuration object in Lookup Fields Settings. This allows you to use lookup fields with filter criteria in features like Mass Update

Following are the scenarios where lookup field settings are required:

Make your product attribute as hidden

While configuring a product, along with its attributes, the product attribute lookup will now display only relevant attributes for the products which you have just selected on the catalog page.

Perform the following steps to hide the Product ID attribute.

Prerequisite: You must create a custom formula field, named Product Id to fetch the Product Id of the Line Item object.

  1. Navigate to Product Attribute Groups by clicking All Tabs.
  2. Select the appropriate Product Attribute Groups and click Edit.
  3. Select the Is Hidden checkbox for Product Id and click Save.

To customize the lookup fields, create a new record under Custom Settings > Lookup Field Settings > Manage and fill in the requisite details.

FieldDescription

Name

Specify the name for the custom setting.

Display Columns

Specify the API names of fields to be displayed on the lookup dialog box, separated by a comma.

Filter Criteria

Enter a valid expression to further filter down the search results for a lookup. The field size is 256 characters. When the expression exceeds the size, use Filter Criteria 2.

Example: Product__c=Apttus_Config2__ProductAttributeValue__c.Product_Id__c

This will fetch only such attributes whose IDs match with the selected products. Here, the ProductId is a custom formula field which fetches the Product Id of the Line Item object.

Filter Criteria 2

This field is used as an extension to Filter Criteria. Contents of this field are concatenated to the content of "Filter Criteria" without any validation while evaluating.

There is no space between the expressions when they are concatenated because the leading and the trailing spaces are trimmed. Avoid splitting the expression where space is required. Split the expression mid-way between a word to avoid trimming the space at the beginning or end of a word.

For example,

Filter Criteria = AccountId_c = '00137000002ttoF' AN

Filter Criteria 2 =D TaxExempt_c = 'Yes' . After the fields are concatenated the expression becomes "AccountId_c = '00137000002ttoF' AND TaxExempt_c = 'Yes" .

Otherwise, when

Filter Criteria = AccountId_c = '00137000002ttoF' AND

Filter Criteria 2 =TaxExempt_c = 'Yes' . After the fields are concatenated the expression becomes "AccountId_c = '00137000002ttoF' ANDTaxExempt_c = 'Yes" and results in a syntax error.

Note that there is no space between 'AND' and 'TaxExempt_c'

Lookup Field Name

Specify the API name for the lookup field.

Example: Product_Edition__c

This is the lookup field containing values such as Enterprise, Standard, and Premium.

Object Name

Specify the object name from which the lookup relationship is created.

Example: Apttus_Config2__ProductAttributeValue__c

Configuring Users and Queues for Quote Collaboration

You need to configure lookup fields for users and queues so that Quote Collaboration pop up shows the relevant users and queues while assigning the collaboration request.

For configuring User, ensure that you set up the lookup field (under Custom Settings > Lookup Field Settings > Manage) with the following values:

FieldDescription

Name

CollaborationRequest__c.User.OwnerId

Display Columns

Name

Filter Criteria

UserType = 'Standard' AND IsActive = true

Lookup Field Name

OwnerId.User

Object Name

Apttus_Config2__CollaborationRequest__c

For configuring Queue, ensure that you set up the lookup field with the following values:

FieldDescription

Name

CollaborationRequest__c.Group.OwnerId

Display Columns

Name

Filter Criteria

Type = 'Queue'

Lookup Field Name

OwnerId.Group

Object Name

Apttus_Config2__CollaborationRequest__c

Quote/Proposal System properties.

SettingDescription
Admin User

The admin user is the default owner of activities created by a user who is not allowed to be the owner (for example, customer portal user). Enter the admin user name in the following format:

Format = first name, last name

Auto Create Cart Version After Finalize

Select this setting to enable CPQ to create a new version of the cart automatically after it is finalized.

Auto Create OrderSelect this setting to enable CPQ to create an order and assets automatically when the proposal is accepted.
Auto Select Attachment?Select this setting to enable CPQ to select the most recent attachment automatically.
Auto-Select multiple recipients?

Select this setting to enable projects to specify a list of recipients that will be defaulted for eSignature.

To use this option, projects will add the DocuSign Default Recipients related list on proposals and user will select the list for each proposal.

Auto Select Recipient Field NameEnter the API name of the field which holds the value for the recipient to select automatically.
Auto Sync With Opportunity

Select this setting to enable CPQ to synchronize the proposal automatically with the opportunity when the proposal is accepted.

This setting automatically synchronizes the quote line items with the opportunity when the proposal is finalized. This setting appears only if you have Apttus Quote/Proposal-Configuration Integration package installed.

Bypass SharingSelect this setting to enable apex code to bypass record sharing.
Clone With Approval StatusSelect this setting to enable CPQ to retain approval status on the cart and line items associated with the cloned quote/proposal.
Create Agreement With Approval StatusSelect this setting to enable CPQ to retain the approval status on the quote. When an agreement is created from the quote, the approval status on the quote is transferred to agreement line items associated with the quote.
CSS OverrideEnter the name of the static resource to override CSS on the Proposal document generation page.
Custom Doc Gen URLEnter the custom URL that is accessed when using the custom button on the DocGen page.
Default Opportunity Quote OwnerEnter the owner name to set the default owner for the quote/proposal created from an opportunity. Valid values are:

Opportunity Owner

Current User

If not set, Opportunity Owner becomes the owner of the new quote/proposal.

Default Quote Agreement Owner

Enter the owner name to set the default owner for the agreement created from a quote/proposal. Valid values are

Quote Owner

Current User

If not set, Quote Owner becomes the owner of the new agreement.

Default Template NameEnter the name of the default email template that must be used when sending emails.
Disable Opportunity Products Copy

Select this setting to disable copying of opportunity products to the quote/proposal.

Document  Naming Convention

Enter a value to apply a custom naming convention for all proposal documents at generation.

The following attributes are permitted when formulating a document naming convention:

  • %action%
  • %templatename%
  • %user%
  • %timestamp%
  • %version%
  • Proposal attributes such as %:Name%.

Any variable prefixed by ':' represents a field on the Proposal object.


If the property contains a null value (i.e., if left blank), the current default naming convention will be used: "%:Proposal_Name_c%_%templatename%_%timestamp%".

Example of a proposal document name using the default naming convention: SOW_Regenerated_SOW ABC_2019-08-07

Email Template For Presenting ProposalsEnter the name of the email template that must be used for presenting proposals.
Enable Document Preview in DocuSign AppSelect this checkbox to enable document preview in DocuSign application.
Enable Fast Doc GenSelect this setting to enable the automatic generation of the proposal document upon the click of the Send Proposal button on the Quote Details page. 
Enable File
Select this setting to enable use of Files (Salesforce). This setting also enables preview on the Doc Gen page.

After you select this setting, it is mandatory to run Migration, which moves the documents in Notes & Attachments from CPQ to Salesforce Files.

Enable PDF SecuritySelect this setting to enable users to apply security settings to PDF documents and protect them with a password.
Enable Proposal Email EditingSelect this setting to enable editing of the Proposal email template.
Enable Proposal SummarySelect this setting to enable the proposal summary object.
Enable Submit Merge CallSelect this setting to submit merge calls for processing. If this setting is enabled, the Submit button is displayed during document generation.
ESignatureStrictMode

RESERVED

Select this setting to disable buttons for Select Attachments / Recipients.

Instance UrlEnter the Salesforce instance URL.
Large Doc Process Batch Size

Indicates the number of repeating child items to process in a single batch transaction. This setting is applicable for Enterprise quotes.

The default batch size for order line item creation and order activation is 100 unique bundle lines. This means 100 unique products on the cart (each product can have multiple line items).

Large Doc ThresholdEnter a number of the line items in the proposal when exceeded indicates that the proposal is a large document. Enter -1 to deactivate the threshold.
Max Child Level

Enter the maximum level to generate the merge data for the proposal.

Merge Call Timeout Millis

Enter the timeout in milliseconds for the merge request. For example: 60,000

Merge Webservice Endpoint

Enter the Apttus merge webservice endpoint.

PDF Owner Password

Enter the password required to change permissions of the PDF document like printing or editing.

Sync Bundle Using Line Items

Select this setting to use proposal line items to synchronize bundle products. By default, CPQ uses proposal summary objects. This setting appears only if you have Apttus Quote/Proposal-Configuration Integration package installed.

Sync Option Products

Select this setting to enable CPQ to synchronize the option products with the bundle. This setting synchronizes options with bundles when you click Sync with Opportunity for your proposal. This setting appears only if you have Apttus Quote/Proposal-Configuration Integration package installed.