home

CPQ for Advantage Platform

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

CPQ for Advantage Platform

Managing Price Rulesets

Creating Price Rule Entries

You can create Dimension or Condition type price rule entries as per the requirement.

Dimension

  1. Go to ADMIN SETUP > Pricing Administration > Price Rulesets. The Price Rulesets page is displayed.
  2. Click the required price ruleset name link to open the Price Rulesets details page.
  3. Click the Price Rules tab.
    • If there are existing metrices, click the required price rule name link to open the price rule details page.
    • If there are no metrices created, create a price rule. For more information, see Creating a Price Rule.
  4. On the Entries tab, click Add. A price rule entry is added.
  5. Enter the following details:

    Field

    Description

    <dimension>

    Enter a value for the dimension.

    The number of dimensions depends on how many dimensions you have configured for the price rule.

    CPQ now supports wildcard entries ('*') for dimensions.

    Adjustment Amount

    Enter a percentage or a number to adjust the price.

    Adjustment Type

    Select the kind of adjustment required if the criteria is met. For example, an override to a list price, markup, or discount.

    Adjustment Amount Source

    Search and select a field from where the adjustment must be sourced.

  6. Click Formula Builder icon to define the adjustment amount on price rule entry as an expression to have a dynamic adjustment value.
    1. Go to the Field tab and search for your desired field from the list. Click the arrow next to the field name to view and select its related child fields. The formula expression, determined by the selected object-field and/or subfield, appears on the right panel of the formula builder.
    2. Click Insert to add it to the expression.
    3. Go to the Functions tab, select a function from the list, and click Insert to add it to the expression.
    4. Click any operator available below the expression window to add it to the expression.
    5. Continue building your expression.
    6. Click Clear to remove the entire expression, or manually remove it by pressing the Backspace key.
    7. Click Save.
  7. Turn the setting Copy the current data in new row on to copy the details of a price rule entry to the next entry.
  8. In the Number of rows field, enter a value of how many rows you want to add.
  9. Click the ellipsis icon () for the entry and click Delete.
    1. If there are no unsaved changes, the Delete Price Rule Entry pop-up is displayed. Click Confirm.
    2. If there are unsaved changes, the a pop-up is displayed prompting your confirmation. Click Discard Changes. The Delete Price Rule Entry pop-up is displayed. Click Confirm.
  10. Click Save.

Condition

  1. Go to ADMIN SETUP > Pricing Administration > Price Rulesets. The Price Rulesets page is displayed.
  2. Click the required price ruleset name link to open the Price Rulesets details page.
  3. Click the Price Rules tab.
    • If there are existing metrices, click the required price rule name link to open the price rule details page.
    • If there are no metrices created, create a price rule. For more information, see Creating a Price Rule.
  4. On the Entries tab, click Add. A price rule entry is added.
  5. Click Add Condition. The Charge Type Criteria pop-up is displayed.
    1. On the Line Items tab, enter the following details:
      1. Field: Select a field on the product. You can select custom fields also.
      2. Operator: Select an operator.
      3. Value: Enter a value.
      4. Click Add Criteria to add one more criteria.
      5. Click the remove icon () to remove a criteria.
      6. Click Remove All to remove all criteria.
      7. Turn the Logic button on and enter a value in the Logic field when you add multiple criteria.
      8. Click Save. A criteria is added under the Condition column.
    2. On the Product Attributes tab, enter the following details:
      1. Field: Select a field on the product. You can select custom fields also.
      2. Operator: Select an operator.
      3. Value: Enter a value.
      4. Click Add Criteria to add one more criteria.
      5. Click the remove icon () to remove a criteria.
      6. Click Remove All to remove all criteria.
      7. Turn the Logic button on and enter a value in the Logic field when you add multiple criteria.
      8. Click Save. A criteria is added under the Condition column.
  6. Enter the following details:

    Field

    Description

    Adjustment Amount

    Enter a percentage or a number to adjust the price.

    Adjustment Type

    Select the kind of adjustment required if the criteria is met. For example, an override to a list price, markup, or discount.

    Adjustment Amount Source

    Search and select a field from where the adjustment must be sourced.

    Note:

    You can add dynamic adjustment amounts to price rule entries, using the formula builder to define expressions for both static values and formula fields.

  7. Click Formula Builder icon to define the adjustment amount on price rule entry as an expression to have a dynamic adjustment value.
    1. Go to the Field tab and search for your desired field from the list. Click the arrow next to the field name to view and select its related child fields. The formula expression, determined by the selected object-field and/or subfield, appears on the right panel of the formula builder.
    2. Click Insert to add it to the expression.
    3. Go to the Functions tab, select a function from the list, and click Insert to add it to the expression.
    4. Click any operator available below the expression window to add it to the expression.
    5. Continue building your expression.
    6. Click Clear to remove the entire expression, or manually remove it by pressing the Backspace key.
    7. Click Save.
  8. Turn the setting Copy the current data in new row on to copy the details of a price rule entry to the next entry.
  9. In the Number of rows field, enter a value of how many rows you want to add.
  10. Click the ellipsis icon () for the entry and click Delete.
  11. Click Save.
Administrator Guide
Conga
CPQ

October 20, 2025