Conga Product Documentation

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Best Practices for Bundles and Options Configuration

Bundles and options define how products are grouped and configured in the system. A well-structured model improves usability, performance, and maintainability.

Following best practices ensures your product catalog remains efficient, scalable, and easy to manage. These guidelines help you design configurations that deliver a better user experience while reducing complexity and long-term overhead.

  • Limit Nesting Levels: Keep bundle structures simple (Bundle → Sub-Bundle → Option). Avoid more than 2–3 levels to prevent complexity and improve usability.
    • Telecom Example: Internet Plan (Bundle) → Add-on Pack (Sub-Bundle) → International Calling Option.
    • Manufacturing Example: Machine (Bundle) → Accessory Kit (Sub-Bundle) → Spare Part Option.
  • Remove Inactive Options: Regularly remove inactive or end-of-life options to maintain an accurate catalog and reduce confusion.
    • Telecom Example: Retire old "3G Add-On Pack" when customers have moved to 5G options.
    • Manufacturing Example: Remove discontinued motor types from machine configurations.
  • Use Shared Option Groups: Apply shared groups when multiple bundles need the same configurations. Updates to the shared group apply across all bundles.
    • Telecom Example: "Roaming Pack Options" shared across multiple mobile plan bundles.
    • Manufacturing Example: "Warranty & Service Plans" available across different product families.
  • Use Standalone Option Groups: Use standalone groups for bundle-specific customization. Updates affect only the bundle where the group is defined.
    • Telecom Example: A "Premium Content Pack" available only with the Entertainment Bundle.
    • Manufacturing Example: "Safety Accessories" that apply only to a specific heavy-equipment bundle.