Price Waterfall

Price Pipeline

Yes

Price Pipeline Ruleset

Yes

Price Calculation

Bundle Pricing

Price included in bundle set at PLI

Yes

Price included in bundle set at Bundle

Yes

Price Adjustments at Bundle

Yes

Rollup method Flat at Bundle level

Yes

Rollup method Per Unit at Bundle level

Yes

Auto sequencing of options

Yes. To use this feature, you must enable it in Config System Properties.

Contract Pricing for Bundles

Contract pricing when the same option exists in multiple bundles

No

Defaulting Quantity

Defaulting quantity for Bundles/Multiple Charges

Yes

Defaulting quantity FROM Product Attribute

Yes

Default quantity derived FROM Advanced Formula

Yes

Auto-cascade Selling Term and Quantity

Auto-cascade Selling Term

Yes

Auto-cascade Quantity

Yes

Defaulting Term

Defaulting term for Bundles/Multiple Charges

Yes

Pricing

Bundle Product Pricing, Standalone Product Pricing with basic details

Yes

Multiple Charge Types

Yes

Attribute-Based Pricing

Yes

Charge Type Criteria

Yes

Related Pricing

Yes

Reprice Cart

Yes

Custom Fields

Custom Fields

Yes

Support for Custom Field as Price Dimension in Price Matrices & Price Rule sets

Yes

Support for Custom Field used as Charge type Criteria, Ruleset Header Criteria, Criteria based price matrices, Criteria based price rules

Yes

Support for Custom Field used as Constraint Rule Criteria

Yes

Support for Custom Field used as Price dimension in Promotions and Advanced criteria in promotions

Yes

Display Custom Field on UI (Line item, Adjustment Line Item, Price Breakup, Usage Price Tiers, Summary Group, Config Page).

Yes

Formula Fields

Support for Custom Field that is a Formula used as Price Dimension in Price Matrices & Price Rule sets

Yes

Support for Custom Field that is a Formula used as Charge type Criteria, Ruleset Header Criteria, Criteria based price matrices, Criteria based price rules

Yes

Support for Custom Field that is a Formula used as Constraint Rule Criteria

Yes

Support Custom Field that is a Formula used in pricing callback & other callbacks.

Yes

Support for Custom Field or Custom Field that is a Formula used as Price dimension in Promotions and Advanced criteria in promotions

Yes

Display Custom Field that is a Formula on UI (Line item, Adjustment Line Item, Price Breakup, Usage Price Tiers, Summary Group, Config Page).

Yes

Formula Fields support with Adjustment Amount Source

Yes

Formula Fields support on Related Pricing with Related Adjustment Amount Source

Yes

Custom Object

Support for Custom object

Yes

Service Hooks/Custom Action/custom pages

Spport for Service hooks and custom actions

Yes

Workflow Rules

Support of workflow processes (Basic - MVP)

Yes

Support of workflow processes (Advanced)

Yes

Price Dimensions

Manual Adjustments

Providing Manual Adjustments with different Adjustment Types

Yes

Auto-applied Adjustments

Price Matrices

Yes

Price Rulesets

Yes

Multiple adjustments

Multiple Adjustments on the Cart Line Items

Yes

Price List

Standard Price List

Yes

Contract Price List

Yes

Based on Price List

Yes

Cart Actions

Copy Products

Yes

Mass Update

Yes

Favorites

Yes

Pricing Information

Summary Group Information

Yes

Price Break-up Information- Related Pricing

Yes

Price Break-up Information- Usage Price Tiers

Yes

Usage Price Tiers

Yes

Frequency

Use of Daily Frequency

No

Use of Weekly Frequency

No

Use of Frequencies Monthly, Quarterly, Half Yearly, Yearly

Yes

Use of any Custom Frequency

No

Price Type

Use of Price Type - Included Usage

No

Use of Price Type - One Time

Yes

Use of Price Type - Per unit

Yes

Use of Price Type - Usage

Yes

Use of Price Type - Recurring

Yes

LineItem Update

Read-only quantity

Yes

Read-only Selling term

Yes

Price Methods

Proration

Allow Proration set on PLI

Yes

Price Method Per Unit

Use of Price Method Per Unit

Yes

Price Method Flat Price

Use of Price Method Flat price

Yes

Pricing Methods

Min/Max Price

Min/Max Price applies to BasePrice

Yes

Min/Max Price applies to BaseExtendedPrice

No

Min/Max Price applies to ExtendedPrice

Yes

Proration

Allow Proration

Yes

Price Method

Use of Tiered Rates

Yes

Defer Pricing

Yes

Per Unit Price method

Yes

Flat price Price method

Yes

Price Type

Price Type - One Time

Yes

Price Type - Per unit

Yes

Price Type - Usage

Yes

Price Type - Recurring

Yes

Price Ramps

Use of Price Ramps

Yes

Use of Auto Ramp creation

Yes

Use of Price ramp overlap

Yes

Use of Price Escalators

No

Use of Ramp Option without ramping bundle

No

Auto Price Ramp Creation for - Bundle, Options and Standalone Products

Yes

Create Price Ramps for Only options within the Bundle

Yes

Update Price Ramps

Yes

Delete Price Ramps

Yes

Allow Price Ramp Overlap

Yes

Price Escalator

Yes

Price Ramps for Product with Related Pricing

Yes

Price Ramps with Custom Frequencies

Yes

Defer Pricing

Defer Pricing

Yes

Use of auto reprice

No. When the TurboPricing is enabled, you must disable Enable Auto Reprice in Config System Properties to overcome the pricing issues.

Cost Models

Cost Models

Cost Models

No

Conversions

Currency Conversion

Use of Multi-Currencies

Yes

Use of Dated Exchange Rates

Yes, it supports the following scenarios.

• List Price
• Price Matrices
• Product Option Price
• Conditional charge type
• Custom field Pricing
• Manual Adjustments
• Related Pricing
• Price Rule Sets (if and only if currency conversion is turned on)
• Price Tiers
• Formula Pricing (With Reference Type)
• Rounding mode
• Promotion
• Proration
• Contract Price

Disable Currency Conversion Rate for a Price List

Yes

Currency conversion enabled at a rule see the level

Yes

UOM Conversion

Use of UOM Conversions

Yes

Use of Product specific conversion rates

Yes

Use of Product Family-specific conversion rates

Yes

Cost Model

Cost Model

No

Price Method

Price Method

Use of Price Method Percentage

No. You must switch to Related Price List Items

Related Pricing

Related Pricing

Use of Related Price Lists in Pricing

No. You must switch to Related Price List Items

Source PLI set on Related Price List Item

Yes

Source product and charge typeset on Related Price List Item

Yes

Source product group and charge typeset on Related Price List Item

Yes

Source product family and charge typeset on Related Price List Item

Yes

Source Custom Group and charge typeset on Related Price List Item

Yes

Adjustments in Related Pricing

Adjustment defined on PLI

Yes

Adjustment defined on Related Price List Item

Yes

Price Rule Set

Header Scope and Criteria

Use of Effectivity period and Active flag

Yes

Use of Scope Fields - price list, charge type, product family, product category, product group

Yes

Use of Advanced Criteria

Yes

Use of Advanced Criteria with Line Item Reference Fields

Yes

Use of Wildcards in Advanced Criteria

Yes

Application Level Bundle or Line Item

Yes

Application Level Aggregate

No

Use of StopProcessingMoreRules flag

Yes

Dimension-based Price Rules

Use of StopProcessingMoreRules flag

Yes

Use of Adjustment applies to - Base Price

Yes

Use of Adjustment applies to - Base Extended Price

Yes

Use of Adjustment applies to - Extended Price

No

Criteria-based Price Rules

Use of StopProcessingMoreRules flag

Yes

Use of Adjustment applies to - Base Price

Yes

Use of Adjustment applies to - Base Extended Price

Yes

Use of Adjustment applies to - Extended Price

No

Match in Product Group

Yes

Match in Asset

No

Price Dimension

Use of Un-supported Price Dimension Types

Use of Un-supported Price Dimension Types - any type Except Line Item, Product Attribute, and Formula Field

No

Use of Custom Price Dimension Types

Use of Custom Price Dimension Types

No. You must convert this to Formula Field.

Service CPQ

Service CPQ

No

Adjustments

Manual Adjustments

Line level adjustments

Yes

Group adjustments

Yes

Group adjustment spread

Yes

Line-level adjustment of usage price tiers

Yes

Usage Tier Modifiable

Yes

Misc Charge Types

Yes

Adjustments

Adjustment Bucketing

No

Ability to create multiple Adjustments

Yes

Auto-refresh Usage price tiers

No

Calculate Net Adjustment % before rounding the Net Price

Yes

Bundle/Option level manual Adjustments

Line-level adjustments

Yes

Bundle/Option level Adjustments

Group adjustments

Yes

Asset-Based Ordering

TermiNote

Terminate an asset (Standalone and Bundle)

Yes

Edit fields Capability in the intermediate page of Terminate Operation

Yes

ABO Cancellation after performing other operations

Yes

Use of 'Same day cancellation' flag

Yes

Terminate an asset from Original Asset Start Date post Change or Renew Operation (It requires Billing Services Integration in case the customer is using Conga Billing Services)

No (Net price in the cart does not consider Asset TCV values)

Cancellation of Options during Change Operation gives accurate Asset TCV, Net price, and Billing schedules (It requires Billing Services Integration in case the customer is using Conga Billing Services)

No (For example, rounding off of Net Price is expected USD 6.00023, but being shown as USD 6.00000 in cart)

Change

Change an asset (Standalone and Bundle)

Yes

Changing the Configuration of an asset (Configuration fields, Remove Options, Attributes)

Yes

Swapping an Asset

Yes

Change (Advanced)

Updating the quantity for an Asset

Yes. You can change the quantity from the same date or specified dates or can add a new quantity or change the existing quantities.

Splitting an Asset

Yes

Split and Renew an Asset

Yes

Split and Swap an Asset

Yes

Renew

Renewing an asset (Standalone and Bundle), Single and Multiple Charge Types

Yes

Auto-renewal of an asset with Renewal Adjustment Type and Renewal Adjustment Amount

Yes

Precedence within Auto-renewal Term, Default Renewal Term, and Selling Term while Auto-renewing an asset

Yes

Selective display of Cotermination options during renewal

Yes

Auto-closure Process with Quote and Agreement

Yes

Swap

Swapping an Asset with another Asset

Yes

Other

Delta Price Summation

Yes

Delta Price Adjustment

Yes

Loading a Line with Asset Price for selective statuses

Yes

Loading a Line with Asset Price and Switching the status conditionally

Yes

Data Model creation

No

Get Asset API

Yes

Basic Asset Search

Yes

Asset Sync to Platform

No

Change Asset operation

Yes

Renew Asset operation

Yes

Installed products setting

Yes

Change: Configuration Asset operation

Yes

Asset pricing criteria

Yes

Asset page UI

Yes

Terminate Asset Operation

Yes

Change: Quantity (only positive quantity)

Yes

Termination Callback

No

Change: Quantity (negative quantity)

No

Resume

No

Suspend

No

Swap

Yes

Auto Renewals

Yes

On-demand Renewals

Yes

Change:Split

Yes

Change:Marge

No

Relate

No

Relate Component

No

Advanced Change and Renew Use cases

Yes

Incentives

Other application types except Promotion

Use of Price Program, Loyalty, Rebate, Milestone Incentive, or Custom

No

Promotions applied on Line Item and Summary Group

Promotions applied on Line Item and Summary Group

Yes

Promotions applied on other items

Promotions applied on other items except Line Item and Summary Group

No

Support for Promotion type - Own every X Get Y, Support for Promotion type - Own every X Get Y

Support for Promotion type - Own every X Get Y

No

Support for other Promotion types - except Own every X Get Y, Support for Promotion types - except Own every X Get Y

Support for other Promotion types - except Own every X Get Y

Yes

Support for other promotion types: Every X Get X

Support for other promotion types: Own Every X Get X

Yes

Incentive Limits

Support for Promotion Limits

Yes

Incentive Coupons

Support for Coupon Limits

No

Sales Promotions

Sales Promotions

No

Advanced Criteria set in Price Ruleset

Support for Incentive Criteria on Price Ruleset

Yes

Advanced Criteria with Reference Fields on Price Ruleset

Advanced Criteria with Reference Fields on Price Ruleset

Yes

Quotes

Quote collaboration

Quote collaboration

Yes

Carts

Favorite Configurations

Use of Favorite Configurations

Yes

Smart Carts

Use of Smart Carts

No

Submit for Approval

Submit for Approval

Yes

Copy

Copy products

Yes

Cart Line Item

Revalidate

Revalidate**

Yes, Partially supported in TurboPricing.

Totaling and Summary Groups

Adhoc Totaling

Adhoc Totaling

Yes

Deal Guidance

Deal Guidance

Deal Guidance

Yes

Callbacks

Callbacks

Pricing Callback

Yes. The Pricing Callback is supported in the form of "PricingBaseCallback" and "PricingTotallingCallback" in Turbo Pricing Engine.

Product Filter Callback

Yes

Recommendation Callback

Yes

Adjustment Spread Callback

No

Adjustment line item callback

Yes

Product Attribute Callback

No

Related Pricing Callback

Yes

Display Action Callback

Yes

Action Callback

No

Validation Callback

Yes

Action Invoker Callback Class

No

Revalidation Callback Class

No

AssetLineItem Callback Class

No

Quote life cycle Callback Class

No

Validation Callback

Yes

Cart Approval Callback

Yes

Advanced Approval Callback

No

Loyalty Cycle Callback

No

Bulk Loyalty Point Callback Class

No

Adjustment Spread Callback

Yes. You can use the new TurboPricing Callback instead.

Loyalty Point Callback

No

Related Pricing Callback

Yes

Pricing Extension Callback

No. You can use the new TurboPricing Callback instead.

User Experience

Bundle-specific option line item update

Read-only quantity

Yes

Read-only selling term

Yes

LineItem Update

Line level adjustments

Yes

Group adjustments

Yes

Smart Search

Adding weightage to the products

Yes

Using Typeahead feature

Yes

Reprice Quote

No