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Percent of Total Pricing in Salesforce CPQ
Set a product’s list price as a percentage of its parent quote, quote line group, or bundle total price. This feature is useful if you want to scale a product’s price relative to another group of products or the quote itself. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
For example, you can create a bundle containing software licenses and then a single product representing a yearly maintenance subscription. Your subscription cost increases as sales reps add more licenses to the bundle. To enable percent of total pricing on a subscription product, set its Subscription Pricing field to Percent of Total and its Pricing Method to List. You can also add percent of total pricing to a one-time product by changing its Pricing Method field to Percent of Total.
Products contain several other fields that let you customize the percent of total price calculation process, but you need only these fields for a basic setup.
- Percent of Total Base
- Define whether your Percent of Total product calculates its price based on the list price, net price, customer price, or regular price of its covered products. If you don’t choose a value, calculations default to the list price.
- Percent of Total (%)
- A Percent of Total product’s price is this percentage of the combined price of its covered products. Salesforce CPQ uses this product’s percent of total base to determine the price field (such as list price, net price, or customer price) used in this calculation.
With this setup, a percent of total product covers all non-subscription products on the quote. So let’s say your percent of total base targets list price, your percent of total (%) is 40, and your quote contains three non-subscription products with a combined list price of $5000. In this case, your percent of total product would have a price of $2000.
If your percent of total product is a bundle component and you want to base its price on the bundle’s net total, find the related product option record and set its Percent of Total Scope field. You can set this field so your percent of total product calculates based on the net total of the bundle parent, the bundle components, or the parent and components together. Salesforce CPQ then uses the rest of your percent of total fields to calculate the price of the percent of total product.
If you amend an order and add a percent of total product as a net new order item, then the price includes the entire order item quantity, not just the changed quantity.
By default, percent of total products don’t cover fixed-price subscription products. You can include a fixed-price subscription product by selecting its Include in Percent of Total field.
Subscribed Assets
When you contract a percent of total subscription product, Salesforce CPQ creates a subscribed asset record for each of the product’s covered assets. When you renew your percent of total subscription product, Salesforce CPQ pulls all its covered assets into the renewal quote. Subscribed asset quote lines keep the same prices as their original quote lines, except for a net total of zero. This way, your percent of total subscription maintains its price on the renewal quote while the covered one-time products from the original quote don’t add to the renewal quote’s total.
- Product Name: SLA Silver
- Subscription Pricing: Percent of Total
- Percent of Total Base: List
- Percent of Total (%): 15
If the generators on your quote have a combined total price of $195,000, your maintenance package ends up with a total price of $29,250 after you add it to your quote.
- Percent of Total Fields
Certain product fields let you customize how your Percent of Total product calculates its price based on its covered products. If you have a product that often serves as a covered product, you can use some of these fields to control how it affects the covering Percent of Total product. Your page layout and field-level security settings determine which fields are visible and editable on contracted price records. (Salesforce CPQ Managed Package) - Use Percent of Total Products in a Bundle
You can define a product option as a Percent of Total product. This setup is useful when your Percent of Total product is part of a larger package, such as an IT service bundle that contains hardware, software, and a hardware warranty. It also lets you limit your covered products to the bundle instead of your entire quote. (Salesforce CPQ Managed Package) - Allow Percent of Total Coverage for Net-New Products
Change your package-level settings so that Percent of Total products cover net-new products on an amendment quote or renewal quote. By default, Percent of Total products don’t extend their coverage to new products that your sales reps add to either of these quote types. (Salesforce CPQ Managed Package) - Percent of Total Guidelines
Consider key guidelines when you’re setting up a Percent of Total product. (Salesforce CPQ Managed Package)
