Conga Product Documentation

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To price a product on the shopping cart

You can edit any field for an added product on the cart only if the administrator has set requisite permissions for the Cart Detail View page.

  1. In the Quantity column, you can change the quantity for a product. The values in the Quantity column for a product can be driven by the numeric expression builder configured for the selected product. You can click Reprice link individually to enable the system to recalculate the price considering the new quantity.
  2. In the Selling Term column, you can enter a number to specify the term duration during which the product is sold.
  3. In the Frequency column, you can select a frequency type. The frequency type is displayed for recurring charges.
  4. From the Adjustment Type, you can select one of the following and enter a numeric value in the Adjustment Amount column:

    Option

    Description

    % Discount

    Select this and enter a discount percentage in the Adjustment Amount column. For example: If you enter 10 in the Adjustment Amount column, this implies that you want to give a discount of 10%.

    Discount Amount

    Select this and enter a flat discount amount in the Adjustment Amount column.

    % Markup

    Select this and enter a markup percentage in the Adjustment Amount column. For example: If you enter 10 in the Adjustment Amount column, this implies that you want to markup the price by 10%.

    Markup Amount

    Select this and enter a flat markup amount in the Adjustment Amount column.

    Price Override

    Select this and enter an amount in the Adjustment Amount column. The amount you enter overrides the net price of the product.

    Base Price Override

    Select this and enter an amount in the AdjustmentAmount column. The amount you enter overrides the base price of the product and all the other calculations on the product would happen based on the new base price. Allow Manual Adjustment must be selected on the product line item, in order to make Base Price Override editable.

    % Discount Off List

    This is similar to % Discount; except it calculates the discount amount always on List Price of a Bundle and applies to Extended Price.

    Note:

    The option % Discount offList is not available by default. The administrator must add the value to the Adjustment Type field in the Line Item object. For more information, see Enabling Multiple Adjustments at the Line-Item Level.

    % Uplift

    This gets applied every time to products that are added from the Asset.

    Price Factor

    Select this and enter an amount in the AdjustmentAmount column. The amount you enter gets multiplied by the ExtendedPrice to calculate the new Net Price.

    Base Price Discount

    Indicates that the adjustment amount is reduced from the Base Price.

    Base Price Markup

    Indicates that the adjustment amount is added to the Base Price.

    % Discount (Bundle Only)

    Select this and enter a discount percentage in the Adjustment Amount column. The value you enter applies a discount on the bundle without applying that same adjustment on the options within the bundle.

    Discount Amount (Bundle Only)

    Select this and enter a flat discount amount in the Adjustment Amount column. The amount you enter applies a discount on the bundle without applying that same adjustment on the options within the bundle.

    % Uplift (Bundle Only)

    Select this and enter an uplift discount percentage in the Adjustment Amount column. The value you enter applies an uplift to the bundle every time a product is added from the Asset.

    % Markup (Bundle Only)

    Select this and enter a markup percentage in the Adjustment Amount column. The value you enter applies a markup on the bundle without applying that same adjustment on the options within the bundle.

    Markup Amount (Bundle Only)

    Select this and enter a flat markup amount in the Adjustment Amount column. The amount you enter applies a markup on the bundle without applying that same adjustment on the options within the bundle.

    Price Override (Bundle Only)

    Select this and enter an amount in the Adjustment Amount column. The amount you enter overrides the net price of the bundle without applying that same adjustment on the options within the bundle.

    Price Factor (Bundle Only)

    Select this and enter an amount in the AdjustmentAmount column. The amount you enter is multiplied with the Extended Price to calculate the new Net Price of the bundle.

    % Discount Effective

    Select this and enter a discount effective percentage in the Adjustment Amount column. The value you enter applies a discount on the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value.

    This adjustment type is applicable when the following requirements are fulfilled:Group Adjustment Spread is set to True.Max Adjustment Line must be blank or 1.

    Bundle price must be zero.

    % Markup Effective

    Select this and enter a discount effective percentage in the Adjustment Amount column. The value you enter applies a markup on the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value.

    This adjustment type is applicable when the following requirements are fulfilled:Group Adjustment Spread is set to True.Max Adjustment Line must be blank or 1.

    Bundle price must be zero.

    Price Factor Effective

    Select this and enter an amount in the AdjustmentAmount column. The amount you enter is multiplied with the Extended Price to calculate the new Net Price of the bundle or total so that the Net Adjustment % on the Bundle or Total is set to the user requested value.This adjustment type is applicable when the following requirements are fulfilled:Group Adjustment Spread is set to True.Max Adjustment Line must be blank or 1.

    Bundle price must be zero.

    Note:

    You can apply adjustments on products with positive pricing and negative pricing. For more information, see Use Case: Applying Adjustments on Products with Negative Pricing.

  5. Click the Details tab. In this view, the price line items are further expanded to reflect pricing for any options associated to bundle products. You can make changes as per your requirement.
  6. Click the Totals tab. This view shows all Totals by product category and a Grand Total sum of one time plus recurring charges. The Totals tab also allows for a discount or markup to applied to a category as a whole and rolled down to the individual line items in that category. The system distributes the adjustments uniformly across each line item. If any automatic summary adjustments have been configured, they will also appear in this view.

    If the admin setting APTS_RollUpOptionNetAdjustment is set to True, when you apply adjustments on options, CPQ displays the adjustments on options at the bundle and summary totals level. CPQ calculates the Net Adjustment % of the bundle and total as the difference between the price before and after all manual adjustments including option adjustments. For example:

    Product

    Base Extended Price

    Flat Option Price

    Extended Price

    Adjustment Type or Amount

    Adjusted Price

    Group Adjustment %

    Net Price

    Net Adjustment %

    Bundle

    1000

    90

    1090

    1090

    1090

    -0.91%

    Option

    100

    100

    10% Discount

    90

    90

    -10.00%

  7. Do one of the following:
    • To reprice all the parameters such as a change in the quantity, term, frequency, and any other custom field, click Reprice All.
    • To apply all the adjustments you made on the shopping cart, click Apply All Adjustments.
      Note:

      When you update a line item using actions mentioned in the above steps, the pricing pending icon () appears at the end of that line. This icon indicates that you must reprice the cart to get the latest prices after you update a line item.

All your selected products are priced with the desired parameters.
Note:

  • On the configuration page, you can observe the See Price in Cart link for the option product. When you click on that link, you notice that for the free item, Included with bundle text is displayed as a price value.
  • For single or multiple price list items of the option products, the See Price in Cart link pops out well-aligned table for the prices of the corresponding products.
  • You can see the carrot icon when the option has multiple charges of multiple charge types.
  • You can see "Included in Price" when the option has a single charge, and it is included in the price of the bundle.
  • You can see the pop-up for the charge types when you click See Price in Cart.
  • On the product options screen during product configuration, you can see prices against the options and when you expand the arrow against the options a list of prices displays.
  • In the multi-adjustment pop-up, when you apply % Discount, CPQ applies the Discount Amount to the Base Price after multiplying it with Quantity and Selling Term of the bundle product.

You can review the products and prices configured for your quote one last time before returning to the Quote/Proposal page.

  • Creating Price Ramps for a ProductYou can create a price ramp for a bundle product or for an option inside the bundle. You can create ramp lines to spread across time periods and add new ramp lines, create user ramps where from one period to the next the quantity (number of users) increases (user count/quantity ramp), and also create revenue ramps where from one period to the next the level of revenue commitment increases (total price/override ramp).
  • Defining Tiered PricingTiered pricing is used to establish rates for a future usage. There is no pricing until you know the future usage.
  • Editing Price AgreementsAfter product selection and configuration, you are redirected to the Shopping Cart page. The Edit Price Agreement button enables you to add and set prices for a product that is to be associated with your contract. When you renew your contract or regenerate a contract, the defined price agreement prices are applicable.
  • Managing Contract PricingContract Pricing in CPQ enables you to store contracted prices in the system. When a quote is created in CPQ, the quote price is determined by looking up the price defined in the Contract.