Chapter 3: Configuring CPQ Products

In this chapter, we will discuss product configurations and their crucial role in CPQ implementation. As your business grows, the complexity of operations increases. Based on your business process, you need to decide what information to capture at the product level, how to define your product catalog, and how to break up the product components. This solely depends on the type of product or service you are selling. CPQ configuration supports both products and services. Products and services can be configured as non-subscription and subscription products in CPQ.

For example, if you are selling a laptop and an associated service as warranty and support, some of these components may be mandatory and some may be optional that a rep can select, based on which the pricing will change. You cannot build a laptop without a hard drive or memory, but the size of these components can be changed by selecting different options. Each of these options will have...