Use Case: Renewing Bundle Assets without Adding Asset Net Price of Cancelled Options (Non-Ramped Lines)
This use case provides an example of how to renew a non-ramped bundle asset containing multiple options, cancel individual options during renewal, and ensure Conga CPQ correctly adjusts the bundle rollup pricing, including the behaviour of a pure rollup line when all its contributing options are cancelled.
- An active bundle asset (Bundle 1) exists with a pure rollup sub-line (License Fee) and at least two options contributing to it (Option License Fee1 and Option License Fee2), plus at least one independently priced option (Option Standard Fee).
- The bundle is configured with non-ramped (single-period) pricing lines for the renewal year.
- The sales representative has the permissions required to access the Installed Products page, initiate a renewal, and modify the renewal cart.
Overview
Many enterprise software agreements are structured as bundles that group a primary fee with multiple option fee lines, for example, a License Fee rollup line that aggregates contributions from several option sub-lines. During the annual renewal cycle, a customer may decide to stop using one or more of those option lines, requiring the sales representative to cancel them individually on the renewal cart. This use case describes the two-phase cancellation scenario that arises when a non-ramped bundle asset contains a pure rollup line (License Fee) with multiple options beneath it.
There are two examples, first when one option is cancelled, and the mix rollup line at the bundle remains active, and then when any one option under the rollup line is cancelled causing the pure rollup line itself to become cancelled.
Business Context
The Problem
A customer's bundle asset includes a License Fee rollup line (USD 200) that is composed of two individual option fee lines, Option License Fee1 (USD 100) and Option License Fee2 (USD 100), plus an independently priced Option Standard Fee (USD 100). During the renewal review, the customer decides they no longer need the license fee options and asks the sales representative to remove them. Without the correct rollup behaviour, cancelling those option lines could leave the bundle's net price unchanged, overbilling the customer, or could incorrectly cancel the entire bundle rather than only the options being retired. The sales representative also needs a clear cart view showing what is still active and what has been cancelled, along with a correct grand total for the renewed agreement.
The Solution
Conga CPQ's bundle pricing engine handles each cancellation step precisely. When Option License Fee1 is cancelled first, CPQ deducts its asset net price (USD 100) from the License Fee rollup line, reducing it from USD 200 to USD 100, while the rollup line itself remains Renewed because Option License Fee2 is still active. When Option License Fee2 is subsequently cancelled, CPQ recognises that the License Fee rollup line has no remaining active options and marks it Cancelled with the original asset dates, while Bundle 1 and Option Standard Fee continue as Renewed. The cart grand total is adjusted accurately at each step, and all cancelled lines are retained on the cart for a complete audit trail.
- Sales Representative — Initiates the renewal from the Installed Products page, reviews the renewal cart, and cancels the unwanted bundle options in two separate configuration passes.
- Conga CPQ — Executes the bundle pricing rollup logic automatically at each configuration step, adjusting line net prices, option prices, and line statuses without manual intervention by the sales representative.
Product | Quantity | Net Price | Base Price | Line Status | Option Price | Start Date | End Date |
|---|---|---|---|---|---|---|---|
Bundle 1 | 1 | USD 300 | USD 300 | Active | USD 0 | 01/01/2023 | 31/12/2023 |
License Fee | USD 200 | USD 200 | Active | USD 0 | 01/01/2023 | 31/12/2023 | |
Option License Fee1 | 1 | USD 100 | USD 100 | Active | 01/01/2023 | 31/12/2023 | |
Option Standard Fee | 1 | USD 100 | USD 100 | Active | 01/01/2023 | 31/12/2023 | |
Option License Fee2 | 1 | USD 100 | USD 100 | Active | 01/01/2023 | 31/12/2023 |
- Click the wrench icon (
) next to the Bundle 1. Deselect Option License Fee1 and click Go to Pricing.
Product
Quantity
Net Price
Base Price
Line Status
Option Price
Start Date
End Date
Bundle 1
1
USD 300
USD 300
Renewed
USD 0
01/01/2024
31/12/2024
License Fee
USD 100
USD 200
Renewed
(USD 100)
01/01/2024
31/12/2024
Option License Fee1
1
(USD 0)
USD 100
Cancelled
01/01/2023
31/12/2023
Option Standard Fee
1
USD 100
USD 100
Renewed
01/01/2024
31/12/2024
Option License Fee2
1
USD 100
USD 100
Renewed
01/01/2024
31/12/2024
Note:- CPQ does not add the asset net price of the option to the rollup line of the bundle.
- CPQ displays that option as Cancelled on the cart with the asset start date and end date.
- CPQ retains the bundle line (License Fee) as Renewed with the renewed dates because it still has at least one option (Option License Fee2) rolling up the price.