Choose When Sales Reps Can Configure Bundles

Change a bundle product’s Configuration Type field to control when sales reps are required to configure a bundle. (Salesforce CPQ Managed Package)

Available in: All Salesforce CPQ Editions

Go to your bundle product.
Select the Configuration Type field.
Choose one of the following values.
- Allowed: The sales rep can configure the bundle at any point. Since they’re not required to configure it, they can leave the initial configuration page without making any changes.
- Disabled: Sales reps can’t configure the bundle. Salesforce CPQ doesn’t prompt them to choose options after adding the bundle product. And it doesn’t show a Configure link next to the bundle’s quote line item. Use this value when your bundle automatically selects options.
- Required: The sales rep can’t leave the initial configuration page until they choose at least one product option.

Example

Configuration types are useful in the following scenarios.

Allowed: The bundle is a laptop with several configuration options. These options default to the cheapest default values (such as 8 GB of RAM instead of 16), but sales reps can upgrade to more expensive options.
Disabled: The bundle is a laptop with only one product option available for each feature. The features have been established so sales reps can easily review the laptop's specifications.
Required: The bundle is a laptop that has significant price and feature differences between a feature’s options, such as a $500 graphics card versus none. This configuration type ensures that your sales reps are less likely to skip past option selection and configure an expensive quote in error.

Did this article solve your issue?

Let us know so we can improve!

Product Area