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.

Creating Price Ramps on the Cart Page

Creating Price Ramps on the cart page allows sales representatives to define time-phased pricing for an individual cart line item directly within the cart. This capability supports staged pricing across the selling term for recurring or usage-based products, enabling accurate billing schedules and pricing calculations without modifying the base product price.

Price Ramps apply only to cart line items with a price type of Recurring or Usage, because these pricing models support time-phased charges

Prerequisites:

Price Ramps are available only when the administrator enables the Enable Price Ramp setting on the corresponding price list item.

  1. Add a product and navigate to the Cart.
  2. Click kebab icon just beside the line item.
  3. Select Price Ramp. The Define Auto Ramps for <Product Name> popup appears.
  4. Select the following fields:
    • Period Frequency: Select period frequency as Monthly, Quarterly, Yearly, or Custom.
    • Number of periods: Enter the number of periods are required for the price ramps. This creates

    • Start date: Select the start date for the ramp.

    • End date: Select the end date for the ramp.

    Note: You must select all these fields to save the price ramp.
  5. Click Save to define the price ramp.
  6. Click Price Ramp again for the cart line item to select a ramp from the dropdown.
  7. Specify the price ramps for a selected ramp as described below. The options in the list depend upon the columns defined in Columns Settings. For more information, see Configuring Cart Page Settings.
    OptionDescription
    AddClick the add icon to add new ramps.
    QuantityDisplays and allows you to specify the quantity of the selected product for a level in the price ramp.
    Selling TermDisplays and allows you to specify the selling term.
    Selling FrequencyDisplays or allows you to define the usage period for a level in the price ramp for the selected product by specifying its term and the type of period.
    Extended PriceDisplays the selected products extended price.
    Adjustment TypeDisplays or allows you to specify the adjustment type for a level in the price ramp for the selected product.
    Adjustment AmountDisplays or allows you to specify the adjustment amount for a level in the price ramp for the selected product.
    Start Date

    Displays and allows you to specify the starting date of the usage period for a level in the price ramp for the selected product.

    Note: Start Date must be before Ending Date.

    End DateDisplays and allows you to specify the ending date of the usage period for a level in the price ramp for the selected product.
  8. Click Save.