home

CPQ for Salesforce

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 SearchTurboEnginesX-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 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)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 SearchTurboEnginesX-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 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 Salesforce

Changing Configurable Bundle Assets

download

Use Case: Cancelling 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.

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. Add three ramps to the bundle asset.
    Note:

    CPQ does not cascade ramp lines from the bundle to the cancelled Option-1.

  6. Click Go to Pricing to load the cart.
  7. Click Reprice to apply and load the asset with the changes on the cart page.
  8. Click Finalize.
  9. After your customer accepts the quote, an order is generated.
  10. 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.
User Guide
CPQ

February 24, 2025