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CPQ for Salesforce

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CPQ for Salesforce

About Quantity and Selling Term Calculation Using Default Pricing Settings

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Use Case: Auto Cascade Quantity and Auto Cascade Selling Term for Bundle Products

This section describes how CPQ calculates quantity and selling term of bundle and option products when different combinations of default quantity, Auto Cascade Quantity, default setting term, and Auto Cascade Selling Term are used.

Scenario

Bundle and its Options

Charge Type

Default Quantity

Default Selling Term

Auto Cascade Quantity?

Output Quantity in Proposal

Auto Cascade Selling term?

Output Selling Term in Proposal

1

ND_Bundle1

Standard Price

2

4

FALSE

2

FALSE

4

ND_Option1

Implementation Fees

TRUE

2

TRUE

4

ND_Option2

Installation Fees

FALSE

1

FALSE

4

2

ND_Bundle1

Standard Price

2

4

FALSE

2

FALSE

4

ND_Option1

Implementation Fees

FALSE

1

FALSE

4

ND_Option2

Installation Fees

TRUE

2

TRUE

4

3

ND_Bundle1

Standard Price

2

4

FALSE

2

FALSE

4

ND_Option1

Implementation Fees

FALSE

1

FALSE

4

ND_Option2

Installation Fees

FALSE

1

FALSE

4

4

ND_Bundle1

Standard Price

2

4

FALSE

2

FALSE

4

ND_Option1

Implementation Fees

TRUE

2

TRUE

4

ND_Option2

Installation Fees

TRUE

2

TRUE

4

5

ND_Bundle1

Standard Price

2

4

TRUE

1

TRUE

4

ND_Option1

Implementation Fees

FALSE

1

FALSE

4

ND_Option2

Installation Fees

FALSE

1

FALSE

4

6

ND_Bundle1

Standard Price

2

4

FALSE

2

FALSE

4

ND_Option1

Implementation Fees

FALSE

1

FALSE

4

ND_Option2

Installation Fees

FALSE

1

FALSE

4

7

ND_Bundle1

Standard Price

TRUE

1

TRUE

6

ND_Option1

Implementation Fees

FALSE

1

FALSE

6

ND_Option2

Installation Fees

FALSE

1

FALSE

6

8

ND_Bundle1

Standard Price

FALSE

1

FALSE

6

ND_Option1

Implementation Fees

FALSE

1

FALSE

6

ND_Option2

Installation Fees

FALSE

1

FALSE

6

9

ND_Bundle1

Standard Price

TRUE

1

TRUE

6

ND_Option1

Implementation Fees

TRUE

1

TRUE

6

ND_Option2

Installation Fees

FALSE

1

FALSE

6

10

ND_Bundle1

Standard Price

TRUE

1

TRUE

6

ND_Option1

Implementation Fees

FALSE

1

FALSE

6

ND_Option2

Installation Fees

TRUE

1

TRUE

6

11

ND_Bundle1

Standard Price

FALSE

1

FALSE

6

ND_Option1

Implementation Fees

TRUE

1

TRUE

6

ND_Option2

Installation Fees

FALSE

1

FALSE

6

12

ND_Bundle1

Standard Price

FALSE

1

FALSE

6

ND_Option1

Implementation Fees

FALSE

1

FALSE

6

ND_Option2

Installation Fees

TRUE

1

TRUE

6

13

ND_Bundle1

Standard Price (Primary)

2

4

FALSE

2

FALSE

4

ND_Bundle1

Maintenance Fees (Secondary)

3

5

FALSE

3

FALSE

5

ND_Option1

Implementation Fees

TRUE

2

TRUE

4

ND_Option2

Installation Fees

FALSE

1

FALSE

4

14

ND_Bundle1

Standard Price (Primary)

2

4

FALSE

2

FALSE

4

ND_Bundle1

Maintenance Fees (Secondary)

3

5

FALSE

3

FALSE

5

ND_Option1

Implementation Fees

FALSE

1

FALSE

4

ND_Option2

Installation Fees

TRUE

2

TRUE

4

15

ND_Bundle1

Standard Price (Primary)

2

4

FALSE

2

FALSE

4

ND_Bundle1

Maintenance Fees (Secondary)

3

5

TRUE

2

TRUE

4

ND_Option1

Implementation Fees

TRUE

2

TRUE

4

ND_Option2

Installation Fees

TRUE

2

TRUE

4

16

ND_Bundle1

Standard Price (Primary)

2

4

TRUE

1

TRUE

4

ND_Bundle1

Maintenance Fees (Secondary)

3

5

TRUE

1

TRUE

4

ND_Option1

Implementation Fees

TRUE

1

TRUE

4

ND_Option2

Installation Fees

FALSE

1

FALSE

4

17

ND_Bundle1

Standard Price (Primary)

2

4

FALSE

2

FALSE

4

ND_Bundle1

Maintenance Fees (Secondary)

3

5

FALSE

3

FALSE

5

ND_Option1

Implementation Fees

6

7

TRUE

2

TRUE

7

ND_Option2

Installation Fees

8

9

FALSE

8

FALSE

9

18

ND_Bundle1

Standard Price (Primary)

2

4

FALSE

2

FALSE

4

ND_Bundle1

Maintenance Fees (Secondary)

3

5

FALSE

3

FALSE

5

ND_Option1

Implementation Fees

6

7

FALSE

6

FALSE

7

ND_Option2

Installation Fees

8

9

TRUE

2

TRUE

9

User Guide
Salesforce
CPQ

January 8, 2025