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CPQ for Salesforce

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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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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CPQ for Salesforce

Managing Services

Use Case: Associating a Service Bundle with an Asset Bundle

This use case describes how to associate a service bundle with an asset bundle using Conga CPQ's Service CPQ feature. Your implementation may vary based on your specific business requirements.

  • A quote is created.
  • The asset bundle (equipment) is purchased and is active on the account.
  • Service CPQ is configured by the administrator. For more information, see Configuring Service CPQ.
  • The service bundle is available in the Service Catalog based on eligibility rules configured by the administrator.

Business Context

As a Sales Representative, you can relate a service bundle to a purchased equipment asset bundle, configure service products, and verify the association in both the Service Cart and the Installed Products page.

The following table lists a sample asset bundle and a service bundle.

Asset Bundle 1

Service Bundle 1

Asset Bundle Option 1

Service Bundle Option 1

Asset Bundle Option 2

Service Bundle Option 2

Asset Bundle Option 3

Service Bundle Option 3

Asset Bundle Option 4

Service Bundle Option 4

  1. Create a quote.
  2. Navigate to the Installed Products page.
  3. On the Purchased Products tab, select Asset Bundle 1.
  4. Click Relate to associate the service.
    The Service Catalog is displayed.
  5. Select Service Bundle 1 and click Configure.
    The Config page is displayed.
  6. Click Go to Pricing.
    The Service Cart is displayed.
  7. Hover the mouse on Service Bundle 1, click the more icon () and select Related Line Items.
    Confirm that Asset Bundle 1 is listed as a related item.
  8. Finalize the cart.
  9. After your customer accepts the quote, an order is generated.
  10. Activate the order.
    New service asset Service Bundle 1 is generated. The service asset is active and visible on the account.
  11. Navigate to the Installed Products page.
    On the Purchased Products tab and the Related Purchases tab, you can see the association between the service asset and the equipment asset.
Service Bundle 1 is associated with Asset Bundle 1. The service asset is active on the account and the association is visible on the Installed Products page under both the Purchased Products tab and the Related Purchases tab.
Use Case
Salesforce
CPQ

May 29, 2026