Conga Product Documentation

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Billing Evergreen Products

Evergreen subscriptions do not end automatically. Unlike normal products or services, subscriptions for evergreen products or services are persistent unless explicitly canceled.

Depending on the origin of the order creation either from CPQ or an external system, an evergreen product is defined as:

Using CPQ functionality, if a PriceListItem of a product has the following values

Orders created from external systems without referencing a product, and if the OLI has the following fields populated

  • PriceType is Recurring
  • AutoRenewal Type is Evergreen
  • AutoRenewalTerm is not null.
  • PriceType is Recurring
  • AutoRenewal Type is Evergreen
  • AutoRenewalTerm is a user-entered value or a derived term.

Evergreen orders can originate from various sources, like Conga CPQ, CLM, or eternal systems. Apart from this, the existing CPQ customers can create evergreen ALIs. Irrespective of their origin, evergreen OLIs or ALIs are billed more or less in the same way. Conga Billing provides you the flexibility to select the pricing source as OLI or ALI. Based on the pricing source chosen in the Billing Settings, the pricing information can be fetched either from the OLI or ALI. If the pricing source is ALI, during the creation of the BH, Billing fetches the pricing information from the ALI and the remaining data from the OLI. For more details, see Managing Pricing Source.

Note:

For more on how Billing works on the Conga Platform, see Understanding the Billing Architecture on Conga Platform.