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CPQ for Advantage Platform

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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)CPQ 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 NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Advantage Platform

Managing Price List Items

Adding Charge Type Criteria to a Product

  1. Go to ADMIN SETUP > Pricing Administration > Price Lists.
    The Price Lists page is displayed.
  2. Click the required price list name link to open the Price Lists details page.
  3. Click the Price List Items tab.
  4. Search for the product to which you want to add a charge type criteria.
  5. Click the ellipsis icon next to a product name and click Charge Type Criteria. The Charge Type Criteria pop-up is displayed.
  6. Note: Charge types save automatically when added, without requiring the SAVE button. This ensures updates are reflected immediately and prevents incorrect messages when deleted without saving.
    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.
  7. On the Product Attributes tab, enter the following details:
    1. Field: Select a field on the product. You can select custom fields also.
      Note: You can search a field by both API Name and Display Name. The dropdown shows both for easy selection.
    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.
  8. Click Save on the Price List Items tab.
Administrator Guide
Conga
CPQ

March 23, 2026