Conga Product Documentation

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Use Case: Canceling Options in a Bundle Asset with Ramp Lines

This section describes how CPQ behaves when you cancel an option in a bundle asset that has ramp lines.

Business Scenario

A software company sells a subscription bundle that includes a core platform along with optional add-on services such as Advanced Analytics and Premium Support. After the customer has purchased and activated the bundle, their business requirements change. They would like to add Data Insights services and discontinue the Advanced Analytics add-on while keeping the core subscription active. Because the contract uses ramp pricing, where pricing or quantities change over multiple time periods, the sales team creates an asset amendment to cancel the existing option and add the new one. CPQ must correctly handle the cancellation, ensure that ramp schedules associated with the cancelled option are adjusted appropriately, and recalculate the bundle pricing without affecting the remaining active products.

In another scenario, a telecommunications provider offers a bundled service containing Internet, Voice, and Security packages with planned ramp increases over a three-year contract. During a midterm contract modification, the customer chooses to discontinue the Security package and add a newer service after ramp lines have already been established. When the option is cancelled, CPQ preserves the valid asset history, removes or updates future ramp lines as required, and automatically adjusts the bundle amount to reflect the revised subscription structure. This ensures accurate billing, asset lifecycle management, and contract compliance while allowing customers to evolve their service mix without requiring a completely new contract.

Case A

New Sale

  1. From an account, create an opportunity.
  2. Create a quote from the opportunity and configure products.
  3. Add a bundle product with an option (Option-1) to the cart. Make sure that the bundle does not have any ramp lines.
  4. Finalize the cart.
  5. After your customer accepts the quote, an order is generated.
  6. After you activate the order, a bundle asset is generated. The asset is active and visible on the account.

Change Asset

  1. Create a quote to change the asset.
  2. Navigate to the Installed Products page and select the bundle assets that you want to change.
  3. Click Change. The cart page is displayed.
  4. Cancel the existing Option-1 and add the new Option-2.
  5. Option-1 shows line status as Cancelled, and Option-2 shows line status as New
  6. Click wrench icon on the bundle asset and add 3 ramp lines to the bundle which also cascade to Option-2.
    Note:

    CPQ does not cascade ramp lines from the bundle to the cancelled Option-1, since Option-1 is already cancelled. Since Option-2 is rampable, the ramp lines cascade to Option-2.

  7. Click Go to Pricing to load the cart.
  8. Click Reprice to apply and load the asset with the changes on the cart page.
    All three ramp lines of Option-2 have status as New. Whereas in the Bundle, one line is Existing/Amended and two lines are New, and Option-1 is Cancelled.
  9. Click Finalize.
  10. After your customer accepts the quote, an order is generated.
  11. After you activate the order, change assets are generated.

Case B

New Sale_1

  1. From an account, create an opportunity.
  2. Create a quote from the opportunity and configure products.
  3. Add a bundle product with an option (Option-1) to the cart. Make sure that the bundle does not have any ramp lines.
  4. Finalize the cart.
  5. After your customer accepts the quote, an order is generated.
  6. After you activate the order, a bundle asset is generated. The asset is active and visible on the account.

Change Asset_1

  1. Create a quote to change the asset.
  2. Navigate to the Installed Products page and select the bundle assets that you want to change.
  3. Click Change. The cart page is displayed.
  4. Add the new Option-2.
  5. Add three ramps to the bundle asset. On the Cart both Option-1 and Option-2 have three ramp lines. For Option-1, there is one ramp in Existing status and two ramps in New status.
  6. Click the wrench icon () next to the bundle asset and cancel the existing Option-1.
    Note:

    The first line is in Cancelled status and the other two lines are removed. CPQ adjusts the amount on the bundle properly.

  7. Click Go to Pricing to load the cart.
  8. Click Reprice to apply and load the asset with the changes on the cart page.
  9. Click Finalize.
  10. After your customer accepts the quote, an order is generated.
  11. After you activate the order, change assets are generated.