A Price Rule is the correct CPQ feature for applying conditional pricing logic automatically. By setting a Filter (e.g., ‘Contract Annual Value > X’ AND ‘Product = Y’) and a Lookup Action to apply a specific Discount Schedule, the system can automatically apply the bulk discount when the conditions are met during configuration, ensuring scalability and consistency without manual steps.

For a Configuration Attribute on a bundle to drive pricing, it must be mapped to a Product Feature. If this foundational mapping is incorrect or missing, no subsequent price rule logic will be triggered. This is the most logical first step before investigating more complex rule logic or templates.

Revenue recognition in CPQ is driven by the Charge Schedule on the Quote Line. To have two distinct recognition schedules, you need two separate quote lines. One product should have a ‘One-Time’ charge schedule for the implementation fee, and the other should have a ‘Monthly’ (or similar periodic) schedule for the subscription, ensuring correct financial reporting.

For the CPQ renewal process to function, the system looks for an approved, primary quote associated with the original contract. If the original quote is in ‘Draft’ or another status, the renewal automation will not trigger, and the button will not appear. Checking the quote status is a key troubleshooting step.

This scenario requires conditional logic (Enterprise segment & quote total) to trigger a percentage discount. A Price Rule holds the Filter logic to check the conditions. The Action of that Price Rule would then reference a Discount Schedule, which defines the specific 10% discount mechanics. The combination of these two objects fulfills the requirement.

The ‘Pricing Method’ field on the Product record is the native CPQ control for this. Setting it to ‘List’ means the price is always sourced from the Price Book and cannot be manually overridden on the quote line. You can then combine this with a page layout that makes the Unit Price field read-only, while leaving discount fields editable.

CPQ has a native ‘Annual Price Increase’ percentage field in the Subscription Settings (often found on the Quote or related settings). When a multi-year term is set, CPQ automatically calculates and applies the specified percentage increase to the base price for each subsequent year of the term, simplifying the setup for standard escalators.

Product Rules with a ‘Suggest’ action are designed for guided selling. As a rep adds products to a quote, the rule can evaluate conditions (like deal size and product family) and automatically suggest or add related products, optional features, or—when combined with a lookup—apply the correct pre-defined discount tier, all in real-time.

Tiered Pricing is the CPQ model where the unit price changes based on the quantity purchased, with different prices for different quantity ranges (tiers). It perfectly fits the scenario of decreasing unit costs at higher volume breakpoints. The system calculates the total by applying the correct price to all units within each tier.

A Price Rule is the correct CPQ feature for applying conditional pricing logic automatically. By setting a Filter (e.g., ‘Contract Annual Value > X’ AND ‘Product = Y’) and a Lookup Action to apply a specific Discount Schedule, the system can automatically apply the bulk discount when the conditions are met during configuration, ensuring scalability and consistency without manual steps.0