CPQ Configuration Techniques
CPQ Configuration Techniques
- Updated on Jun 9, 2023
- Published on Jun 8, 2023
The articles in this section describe techniques for CPQ Admins to tailor the products and layouts of Mobileforce CPQ to suit the needs of their organization. These are more advanced techniques that should be reviewed by any CPQ Admin familiar with the application, and ready for detailed customization of the user interface.
Articles Overview
Creating Configurable Product Listings provides an overview for Admins who want to create individual product listings with options that sellers can select, based on their customer needs.
Creating Bundled Product Listings provides an overview for Admins who want to group similar or frequently purchased products into a single product entry, either for ease or discounting purposes.
Leveraging Pricing Flexibility using Tags describes how to employ tagged pricing for products that are sold at different pricing options.
Multiple Approvals Required describes how to configure rules so that multiple tiers of approval are required for all quotes.
Add Line Items when Validating describes how to add other products or services to a quote when a seller validates it.