PDF
Download PDF
Download page Pricing Features.
Pricing Features
The following pricing features are supported in 202403.3.0:
Feature | Sub-feature | TurboPricing | Conga Platform (API) | Conga Platform (Cart-UI) | Conga Platform (Admin-UI) |
---|---|---|---|---|---|
Pricing Calculation | |||||
Pricing | Bundle Product Pricing, Standalone Product Pricing with basic details | Yes | Yes | Yes | Yes |
Multiple Charge Types | Yes | Yes | Yes | Yes | |
Attribute-Based Pricing | Yes | Yes | Yes | Yes | |
Charge Type Criteria | Yes | Yes | Yes | Yes | |
Related Pricing | Yes | Yes | Yes | Yes | |
Reprice Cart | Yes | Yes | Yes | NA | |
Frequency | Use of Daily Frequency | No | No | No | No |
Use of Weekly Frequency | No | No | No | No | |
Use of Frequencies Monthly, Quarterly, Half Yearly, Yearly | Yes | Yes | Yes | Yes | |
Price Dimensions | Yes | Yes | Yes | Yes | |
Manual Adjustments | Providing Manual Adjustments with different Adjustment Types | Yes | Yes | Yes | Yes |
Auto-applied Adjustments | Price Matrices | Yes | Yes | Yes | Yes |
Price Rulesets | Yes | Yes | Yes | Yes | |
Multiple adjustments | Multiple Adjustments on the Cart Line Items | Yes | Yes | Yes | NA |
Group Adjustment Spread | Yes | Yes | Yes | NA | |
Price List | Standard Price List | Yes | Yes | Yes | Yes |
Contract Price List | Yes | Yes | Yes | Yes | |
Based on Price List | Yes | Yes | Yes | Yes | |
Cart Actions | Copy Products | Yes | Yes | Yes | NA |
Mass Update | Yes | Yes | Yes | NA | |
Favorites | Yes | Yes | Yes | NA | |
Pricing Information | Summary Group Information | Yes | Yes | Yes | NA |
Price Break-up Information- Related Pricing | Yes | Yes | Yes | NA | |
Price Break-up Information- Usage Price Tiers | Yes | Yes | Yes | NA | |
Usage Price Tiers | Yes | Yes | Yes | Yes | |
Default Quantity | Defaulting quantity for Bundles/Multiple Charges | Yes | Yes | Yes | Yes |
Default Term | Defaulting term for Bundles/Multiple Charges | Yes | Yes | Yes | Yes |
Default Quantity from | Defaulting Quantity from Product Attribute, Product Configuration and Advanced Formula | Yes | Yes | Yes | Yes |
Default Price from | Defaulting Price from Product Attribute and Advanced Formula | Yes | Yes | Yes | Yes |
Auto-cascade Selling term and Quantity | Auto-cascade Selling Term | Yes | Yes | Yes | Yes |
Auto-cascade Quantity | Yes | Yes | Yes | Yes | |
Min/Max Price | Min/Max Price Applies to Base Price | Yes | No | No | No |
Min/Max Price Applies to Extended Price | Yes | No | No | No | |
Proration | Allow Proration | Yes | Yes | Yes | Yes |
Price Method | Use of Tiered Rates | Yes | Yes | Yes | Yes |
Defer Pricing | Yes | No | No | No | |
Per Unit Price method | Yes | Yes | Yes | Yes | |
Flat price Price method | Yes | Yes | Yes | Yes | |
Price Type | Price Type - One Time | Yes | Yes | Yes | Yes |
Price Type - Per unit | Yes | Yes | Yes | Yes | |
Price Type - Usage | Yes | Yes | Yes | Yes | |
Price Type - Recurring | Yes | Yes | Yes | Yes | |
Price Ramps | Auto Price Ramp Creation for - Bundle, Options and Standalone Products | Yes | Yes | Yes | NA |
Create Price Ramps for Only options within the Bundle | Yes | Yes | Yes | NA | |
Update Price Ramps | Yes | Yes | Yes | NA | |
Delete Price Ramps | Yes | Yes | Yes | NA | |
Allow Price Ramp Overlap | Yes | Yes | Yes | NA | |
Price Escalator | Yes | Yes | Yes | Yes | |
Price Ramps for Product with Related Pricing | Yes | Yes | NA | NA | |
Price Ramps with Custom Frequencies | Yes | Yes | NA | NA | |
Multi-currency | Use of Multi-Currencies | Yes | Yes | Yes | NA |
Use of Dated Exchange Rates | Yes | No | No | NA | |
Disable Currency Conversion Rate for a Price List | Yes | Yes | Yes | Yes | |
Currency conversion eNobled at a rule set level | Yes | Yes | Yes | Yes | |
Cost Model | No | No | No | No | |
Price Waterfall | Price Waterfall (Pipeline) | Yes | Yes | Yes | Yes |
Price Waterfall Ruleset | Yes | Yes | Yes | Yes | |
UOM/Frequency Conversion | Frequency Conversion | Yes | No | No | No |
Use of UOM Conversions | Yes | No | No | No | |
Use of Product specific conversion rates | Yes | No | No | No | |
Use of Product Family-specific conversion rates | No | No | No | No | |
Promotions | |||||
Create Promotions | Different promotion types and with different field details | Yes | Yes | NA | Yes |
-Buy X Get X | Yes | Yes | NA | Yes | |
-Buy X Get Y | Yes | Yes | NA | Yes | |
-For Every X, Get X | Yes | Yes | NA | Yes | |
-For Every X, Get Y | Yes | Yes | NA | Yes | |
Line Item Promotions | Yes | Yes | NA | Yes | |
Summary Group Promotions | Yes | Yes | NA | Yes | |
Scope | Yes | Yes | NA | Yes | |
Criteria | Yes | Yes | NA | Yes | |
Benefits | Yes | Yes | NA | Yes | |
Limits | Yes | Yes | NA | Yes | |
Coupons | Yes | Yes | NA | Yes | |
Sales Promotions | No | No | No | No | |
Update Promotions/Coupons | Yes | Yes | NA | Yes | |
Delete Promotions/Coupons | Yes | Yes | NA | Yes | |
Apply Promotions/Coupons | Apply Promotions | Yes | Yes | Yes | NA |
Apply Coupons | Yes | Yes | Yes | NA | |
Remove Promotions/Coupons | Remove Promotions | Yes | Yes | Yes | NA |
Remove Coupons | Yes | Yes | Yes | NA | |
Approval | Approval check of Cart and line item approval | Yes | Yes | Yes | NA |
My Approval Dashboard | Yes | Yes | Yes | NA | |
Approve/Reject/Reassign Approvals | Yes | Yes | Yes | NA | |
Quote Approval on Conga platform | Yes | No | No | NA | |
Callbacks | |||||
Callbacks | Pricing Callback | Yes | Yes | Yes | NA |
Product Filter Callback | Yes | Yes | Yes | NA | |
Recommendation Callback | Yes | Yes | Yes | NA | |
Adjustment Spread Callback | No | Yes | Yes | NA | |
Adjustment line item callback | Yes | Yes | Yes | NA | |
Product Attribute Callback | No | Yes | Yes | NA | |
Related Pricing Callback | Yes | Yes | Yes | NA | |
Display Action Callback | Yes | Yes | Yes | NA | |
Action Callback | Yes | Yes | Yes | NA | |
Validation Callback | Yes | Yes | Yes | NA | |
Action Invoker Callback Class | No | No | No | NA | |
Revalidation Callback Class | No | Yes | Yes | NA | |
AssetLineItem Callback Class | No | Yes | Yes | NA | |
Quote life cycle Callback Class | No | Yes | Yes | NA | |
Custom Fields | Support for Custom Field as Price Dimension in Price Matrices & Price Rule sets | Yes | Yes | Yes | NA |
Support for Custom Field used as Charge type Criteria, Ruleset Header Criteria, Criteria based price matrices, Criteria based price rules | Yes | Yes | Yes | NA | |
Support for Custom Field used as Constraint Rule Criteria | Yes | Yes | Yes | NA | |
Support for Custom Field used as Price dimension in Promotions and Advanced criteria in promotions | Yes | Yes | Yes | Yes | |
Display Custom Field on UI (Line item, Adjustment Line Item, Price Breakup, Usage Price Tiers, Summary Group, Config Page). | Yes | Yes | Yes | Yes | |
Formula Fields Note: Nested formulas are not supported on the Platform | Support for Custom Field that is a Formula used as Price Dimension in Price Matrices & Price Rule sets | Yes | Yes | Yes | Yes |
Support for Custom Field that is a Formula used as Charge type Criteria, Ruleset Header Criteria, Criteria based price matrices, Criteria based price rules | Yes | Yes | Yes | Yes | |
Support for Custom Field that is a Formula used as Constraint Rule Criteria | Yes | Yes | Yes | Yes | |
Support Custom Field that is a Formula used in pricing callback & other callbacks. | Yes | Yes | Yes | Yes | |
Support for Custom Field or Custom Field that is a Formula used as Price dimension in Promotions and Advanced criteria in promotions | Yes | Yes | Yes | Yes | |
Display Custom Field that is a Formula on UI (Line item, Adjustment Line Item, Price Breakup, Usage Price Tiers, Summary Group, Config Page). | Yes | Yes | Yes | NA | |
Formula Fields support with Adjustment Amount Source | Yes | Yes | Yes | Yes | |
Formula Fields support on Related Pricing with Related Adjustment Amount Source | Yes | Yes | Yes | Yes | |
Custom Object | Support for Custom object | Yes | Yes | NA | Yes |
Service Hooks/Custom Action/custom pages | Spport for Service hooks and custom actions | Yes | Yes | Yes | Yes |
Workflow Rules | Support of workflow processes (Basic - MVP) | Yes | Yes | Yes | Yes |
Support of workflow processes (Advanced) | Yes | Yes | Yes | Yes | |
Asset Based Ordering | Data Model creation | NA | Yes | NA | NA |
Get Asset API | Yes | Yes | Yes | NA | |
Basic Asset Search | Yes | Yes | Yes | NA | |
Asset Sync to Platform | NA | Yes | NA | NA | |
Change Asset operation | Yes | Yes | Yes | NA | |
Renew Asset operation | Yes | Yes | Yes | NA | |
Installed products setting | Yes | Yes | NA | Yes | |
Change:Configuration Asset operation | Yes | Yes | Yes | NA | |
Asset pricing criteria | Yes | Yes | Yes | Yes | |
Asset page UI | Yes | Yes | Yes | NA | |
Terminate Asset Operation | Yes | Yes | Yes | NA | |
Change:Quantity (only positive quantity) | Yes | Yes | Yes | NA | |
Termination Callback | No | Yes | No | NA | |
Change: Quantity (negative quantity) | No | Yes | Yes | NA | |
Resume | No | Yes | NA | NA | |
Suspend | No | Yes | NA | NA | |
Swap | Yes | Yes | Yes | NA | |
Auto Renewals | Yes | No | No | No | |
Ondemand Renewals | Yes | No | No | No | |
Change:Split | Yes | No | No | NA | |
Change:Marge | No | No | No | NA | |
Relate | No | No | No | NA | |
Relate Component | No | No | No | NA | |
Advanced Change and Renew Use cases | Yes | Yes | Yes | NA | |
Deal Maximizer | Yes | Yes | Yes | Yes | |
Reprice Quote | No | No | No | NA | |
Data Sync | Master data sync from salesforce to Platform | Yes | Yes | No | Yes |
Reverse sync from Platform to salesforce on Cart FiNolize | Yes | Yes | No | Yes | |
Inflight Cart from Salesforce to Platform | Yes | No | NA | ||
Favorite Data from Salesforce to Platform | Yes | No | Yes | ||
Image Data from Salesforce to Platform (Product, Category etc) | Yes | NA | Yes |