Thank you Gilles, appreciate the response. I will pass this on to our Sales Ops team.

Hi,

We’re going to begin updating hardware product pricing monthly instead of annually, and exchange rates will now be updated quarterly rather than daily. Additionally, we are currently transitioning from custom pricing, which used three price fields per product + price rules, to a price book model for Commercial, Govt, and BOA segments.

Our…

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Thanks Gilles. We found a flow that is making updates “after save” on the quote (even in the dropped state), so I may try to add a checkbox flag field to that flow and use that in my validation rule.

Hello everyone, hoping for some ideas on a problem I am trying to solve… In SF CPQ, I setup an action button called “Drop” which, when selected by Sales, will update the status of the quote to “Dropped.” The next requirement is to ensure that the quote cannot be edited during this status, so I am using a validation rule which will fire when the… Read more

Hi,

Our organization is looking into using MDQ because they want to ramp multi-year deals. We currently have three fields on the product for our pricing (not using pricebooks). I have never seen this before and I am still not sure why this design decision was made, but they are using price rules to inject those vales into the list price. …

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Hi, as an admin, I’m wondering what steps we should take to swap out products in existing subscriptions or active quotes when we replace a product in a bundle. My company doesn’t use amendments—they don’t see the need, and our Oracle EPR billing and fulfillment system isn’t set up for them. Instead, our Oracle team’s business analyst is…

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