Use Case: Renewing Bundle Assets without Adding Asset Net Price of Cancelled Options (Ramped Lines)
This use case provides an example of how to renew a bundle asset that contains a ramped option, cancel that option during renewal, and ensure Conga CPQ correctly excludes the cancelled option's asset net price from the bundle rollup line.
- An active bundle asset (Bundle 1) with at least one included option (Option 1) exists in the system.
- The bundle and its option are configured with ramped pricing lines spanning multiple years (in this example, 2026, 2027, and 2028).
- The sales representative has the permissions required to access the Installed Products page, initiate a renewal, and modify the renewal cart.
Overview
Enterprise subscription agreements frequently include multi-year, ramped pricing structures in which a bundle and its options carry separate price lines for each ramp period. When a customer decides to drop a bundle option at renewal, for example, removing a feature add-on that is no longer used, the sales representative must cancel that option on the renewal cart. This use case describes how Conga CPQ handles the pricing rollup for a bundle when a ramped option is cancelled during renewal. Specifically, CPQ deducts the cancelled option's asset net price from the bundle's rollup line and displays the option as Cancelled on the cart using its original asset dates, while keeping the bundle's own lines in Renewed status with the new renewal dates.
Business Context
The Problem
When a sales representative renews a bundle asset that includes a ramped pricing structure, each product, the bundle header and every option, carries multiple ramp lines spanning the contract term (for example, 2026, 2027, and 2028). If the customer decides to stop using one of the bundled options at renewal, the sales representative removes it on the cart. Without the correct rollup behaviour, the bundle's net price could still include the cancelled option's contribution, resulting in overbilling and incorrect quoting for the customer.
The Solution
Conga CPQ's pricing engine automatically adjusts the bundle rollup when an option is deselected during renewal. It deducts the cancelled option's asset net price (USD 100 per ramp period) from the bundle rollup line, reducing the bundle net price from USD 300 to USD 200 per period. The cancelled option is displayed on the cart with its original asset start and end dates and a Cancelled line status, providing a clear audit trail, while the bundle lines remain in Renewed status with the updated renewal-period dates. The cart grand total reflects only the products the customer is actively renewing.
Actors and Roles
- Sales Representative — Initiates the renewal from the Installed Products page, reviews the ramped cart, navigates to the bundle configuration, and cancels the unwanted option.
- Conga CPQ — Executes the pricing rollup logic automatically when the option is deselected, adjusting the bundle net price and displaying the correct line statuses and dates without manual intervention.
Initial Asset State: A sales representative at a cloud software company manages the annual renewal for an enterprise customer. The customer holds a three-year ramped bundle agreement. Bundle 1 has a base net price of USD 300 per year and includes Option 1 at USD 100 per year.
- Click the wrench icon (
) next to the Bundle 1.
The Configuration page is displayed, allowing the sales representative to adjust which options are included in the renewal bundle.