Configure Price Quote (CPQ)
This section lists the terms and their definitions for the CPQ application.
ABO
Asset-based ordering (ABO) functionality enables you to service and manage existing orders based on customer requirements.
Adjustments
Any discounts or markups applied to the product on the cart.
Administrators
Individual responsible for maintaining and mapping product catalogs and pricing.
Asset Line Items
Child of Asset object, these records depict the actual calculation of assets for each line item. After you receive payments for an order, the order line item changes to an Asset line item.
Assets
Assets define a purchased product or service. An asset is associated with an account. After being processed and fulfilled, new quotes and orders result in new assets, which are listed on a customer's account and a line item from an asset becomes an Installed Product.
Asset Pricing
Attribute-Based Pricing
The price is determined by factoring in attributes of a product.
Attribute Groups
A group that contains attributes that are shared by multiple products. For example, attributes of a computer are color, size, RAM and so on. These attributes are shared across different types of product such as a computer.
Attributes
Features of a product, such as color, size, weight, and more.
Base Extended Price
Batch Job
A maintenance job that updates the database and checks for configuration inconsistencies. A batch maintenance job runs maintenance jobs in regular intervals or runs multiple maintenance jobs at a time.
Bucket Adjustments
Bundle within a Bundle
A feature that allows you to configure products that may contain multi-level bundles. This feature also allows the configuration of multi-level bundles with the ability to show ramps or tiers contained within the sub-bundles. You can also apply constraint rules to multi-level bundles.
Bundled Products
A combination of standalone products that offer added value to the customer while increasing overall sales.
Bundled Services
Services sold together, as a package, rather than separately.
Cart
A product and pricing view for the user to review all configuration and pricing information at a glance.
Cart Views
Catalog
A view that allows hierarchical categorization of products for users to search through and add to their configuration.
Categories
High-level logical groupings of products. Their grouping affects the way the end-user sees them for selection in a product catalog. A category is created for browsing products in the selection pages, or they can be created to use options groups for a bundled product.
Products are associated with a category through a category hierarchy. Category hierarchies are maintained using the Hierarchy Manager. They are also used to organize product prices into logical groupings.
Category Hierarchy
Products are associated with a category through a category hierarchy. Category hierarchies are maintained using the Hierarchy Manager.
Change
An ABO action that is available on the Installed Products page to increase or decrease the quantity of assets. Applicable for all product types.
Clone
To replicate a field, record, template, or other objects.
Configure Products
Configuration Rules
CPQ administrator defines configuration rules to help the customer or user to select the required product or a range of products per requirements. Rules make it easier to organize products on the catalog, simplifying the decision-making experience of the customer or the user.
Constraint Rule Action
Captures information about rule actions, which are only applied when the rule conditions are satisfied.
Constraint Rules
Rules that drive automatic inclusion, exclusion, recommendation or replacement of products selected in the catalog page. Each Constraint Rule is composed of three parts: the Rule Detail, the Rule Condition, and the Rule Actions.
Contract Price List
Contract Pricing
Cost Model
CPQ Console
The page where you can manage most product and pricing functions.
CSR Flow
Customer Service Representative (CSR) flow. A user can launch the Installed Products page from an account and skip the usual Quote/Proposal flow by using the CSR Flow.
Customer Priority
Field on an Account record that defines the customer's priority or rating.
Deal Guidance
Defer Pricing
Delta Price
The change to the net price of the asset due to the latest order (may include any ABO action). It is positive for increments, negative for decrements, and zero when there is no change. It is the difference between the net price of an asset line item and the net price of line item after an asset action has been performed.
Delta Quantity
The change in quantity for the asset as a result of the latest order (which may include any ABO action). It is positive for increments, negative for decrements, and zero when there is no change. It is the difference between the quantity of an asset line item and the quantity of the line item.
Discrete
A type of Price Matrix dimension value. When you select the discrete option, the application considers specific matrix values only.
Document
Evergreen Asset
Express Proposal
Large Cart
Any quote that contains more than 50 line items. A line item can either be a standalone product or a bundle.
Line Item
Represents a product or service line item.
Merge Assets
Objects
A definition of a specific type of information you can store in Salesforce. Some objects are native to Salesforce (such as Contacts or Accounts), while others are specific to Conga functionality (such as Proposals or Agreements).
Opportunity
A contact or an account that has a possibility or intent of business with you. An opportunity record is created when a new opportunity is created in the CRM. Sales representatives create quotes for an existing opportunity.
Option Group
A group of product options that are associated with a bundled product.
Order
Organization
A deployment of CRM that has a defined set of licensed users. Your organization includes all of your data and applications and is separate from all other organizations. The short form of organization is org.
Price Adjustments
Price Dimensions
Price List Items
Price Lists
Containers of items that are grouped in a price list. A price list controls which products are visible to the end-user. A price list contains several price list items; each linked to a product. A product can be set up with one or more price list items.
Price Matrix (Matrices)
These are an advanced pricing concept used to define tiered pricing paradigms, or complex pricing structures with multiple criteria. Common examples are pricing tiers for a product based on user count or particular customer or transactional dimensions.
Price Ramps and Price Tiers
Pricing mechanisms that establish pricing that varies by time (ramp) or quantity (tiers).
Price Rule
Represents a single rule in a price ruleset.
Price Rulesets
Price Rulesets are a mechanism to allow particular families, categories or groupings of products to have either line item pricing adjustments applied or summary pricing adjustments applied. Typical examples of these are volume discounting rules or promotional pricing rules.
Price Waterfall
Product Attribute Group
A group that contains attributes that are shared by multiple products. For example, attributes of a computer are color, size, RAM and so on. These attributes are shared across different types of product such as a computer and a laptop. Attributes are grouped together as a product attribute group.
Product Attribute Value
Represents the attribute values for a product class. For example, color has attribute values such as red, green, blue, orange and so on.
Product Console
The product console helps administer product properties and associate products with other CPQ artifacts.
Product Family
Product Family is a field on the product record with configurable values. This construct allows you to create combinations of products with similar characteristics/qualities for use in a Price Rule.
Product Group
A logical grouping of one or more product records. This construct allows you to create combinations of products with similar characteristics/qualities for use in a Price Rule.
Product Hierarchy
Defines the structure of the product catalog according to the product configuration. A CPQ administrator configures products and its structure.
Product Option Group
A list of option groups that are associated with a product.
Products
A product or service that can be sold on its own as a standalone item, an option of other products, or as part of a bundled product. Conga utilizes the standard Salesforce Products2 table to store product records and Conga-specific fields on those records that manage the behavior of products.
Product Cloning
Replication of products from Source organization to Target Organization during product migration.
Promotions
Promo codes or coupons to apply additional adjustments.
Proposal
Quick Quote
Quote
A structured definition of a prospective sale that contains product configurations, pricing, and customer opportunity information.
Quote Collaboration
Records
A collection of fields that store information about a contact, an account, or an opportunity.
Relate
Defines an ABO action, available on the Installed Products page. It is used to display all the relevant service products for already purchased products (equipment). Eligibility rules are used to control the products listed in the catalog.
Related Asset Line Items
Depicts the relationship between the type of products, service, and equipment. When a service is related to equipment or normal asset, corresponding records are populated in Related Asset Line Items (From) and Related Asset Line Items (To) related lists.
Related Pricing
Deriving the price of a line item based on the price of another line item, product group or formula fields.
Related Purchase
A tab on the Installed Products page that lists the related services for an already purchased product (asset). The eligibility rules control the products listed in this tab.
Renew
A tab on the Installed Products page. The renew action is applicable for all product types. Supports options to choose the renewal date in the form of Proposal End Date, Asset End Date, Farthest End Date, and a manually entered Renewal Date.
Sales Representative or Sales Rep
Individuals responsible for configuring and pricing the products on the cart and generate quotes.
Selling Term
A field on the line item object (column in cart) that defines the length of time the seller will allow the buyer to pay for a product.
Smart Cart
Standalone Products
Refers to a device or software that is self-contained, one that does not require any other devices or software to function.
Standalone Services
Refers to a service that is self-contained, one that does not require any other service to function.
Service CPQ
A feature that caters to customer requirements related to services for existing or newly purchased products from Conga. A sales rep associates a service product eligible for the equipment or an asset. The Eligibility rules, which are client-side constraint rules, play a vital role in guiding the association between a service product and an asset. A sales rep can set an existing asset as a service or equipment while the service pages (Installed Products, Catalog, Config, and Cart pages) leverage the end to end cycle for service management.
Smart Search
Split Asset
Swap
Swap is an ABO action that is available as a tab on the Installed Products page. The Swap action uses the constraint rule of type = Replacement for execution.
Terminate
A tab on the Installed Products page. The Terminate action is used to terminate the contract for a product. Applicable for all product types.
Tiered Pricing Model
TurboConfig
TurboEngines
A concurrent processing engine provided by Conga comprising various microservices that process and sync product configurations, pricing configurations, and data.
TurboPricing
Validating
Glossary for Approval Stages
Draft
New Quote Created.
Approval Required
Changes to the Quote or Quote Line Items have triggered a need for approval.
In Review
The quote is in the process of being Approved or Denied.
Approved
Quote has been approved by management.
Generated
Quote document has been generated.
Presented
Quote document was presented to the end customer, either via email or manually.
Accepted
The quote was accepted by the end customer.
Denied
Quote has been denied by management.
Glossary for Proposal Actions
Configure Products
An action button on the Quote page that starts a new configuration process for the Quote, or reconfigure an existing set of products on the Quote.
Generate Proposal
An action button on the Quote page that generates a Proposal document and attaches it to the Quote/Proposal record.
Present Proposal
An action button on the Quote page that presents the attached document to the Quote to the end customer through an email.
Accept Proposal
An action button on the Quote page that refers to an end customer Accepting the final proposal. This button synchronizes all Summary lines with the Opportunity Products for the Related Opportunity.
Make Primary
An action button on the Quote page that sets this Quote to primary and all other Quotes for the Opportunity as non-primary. Also enables the Synchronize with Opportunity button.
Synchronize with Opportunity
An action button on the Quote page that synchronizes the finalized quote with the Opportunity, each time the cart is Finalized. If you are using automatic synchronization, you must remove this from the page layout.
Create Agreement with Line Items
An action button on the Quote page that that enables the user to create a contract after the quote is accepted.
Glossary for Related Lists
Actions
Line Items
Summary
Summary Groups
Notes & Attachments
Open Activities
Approval History
Note: Approvals can be initiated only if the corresponding approval processes have been set up by the System Administrator.