Appreciating and Using the CPQ Quote Discount Waterfall

Whether you come from a Sales Cloud background or are just going to the grocery store, your concept of discounting is most likely fairly simple: List Price – Discount = Sales Price  What if I told you that in most organizations, it’s way more complicated than that?  In my mind there are 3 major areas… Continue reading Appreciating and Using the CPQ Quote Discount Waterfall

Making a Quote Line Non-discountable with Logic

Typically you are marking on the Product record whether that product is able to accept a discount or not. But what if you need to do this based on criteria? This is where Price Rules are great. The simple method is to use Price Condition logic to determine when to make the Quote Line’s Non-discountable… Continue reading Making a Quote Line Non-discountable with Logic