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How Many Playbooks?

When designing your Cotiza CPQ implementation, one of the first decisions is how many Playbooks to create. The two most common approaches are a single Playbook and one Playbook per Price Book.

Single Playbook​

Advantages​

  • Simplest implementation of CPQ
  • No duplicate Playbook Questions or other admin object records
  • CPQ is built to handle large amounts of Playbook Rule logic; even complex playbooks perform fast operations

Considerations​

  • Larger Playbooks can be more difficult to debug
  • Different visibility and pricing can still be configured with Playbook Rules instead of maintaining separate Playbooks
  • Consider placing fields on the Opportunity object that you need for all deals; formula fields can then be placed on the Quote to surface that information

Playbook for each Price Book​

Advantages​

  • Clear difference when selling to different customer types
  • Playbooks can be simpler with fewer Playbook Rules

Considerations​

  • Duplicate Playbook Questions are likely needed if you want to collect the same information in all Playbooks regardless of the Price Book
  • Contract adjustment scenarios can be more complex when changing from one Playbook to another

Note on contract adjustments​

It is strongly discouraged to create separate Playbooks for different Contract adjustment scenarios (Renewal or Replacement). Playbook changes are not allowed during Amendment scenarios.

Try to create each Playbook in a way that captures the correct information for all relevant deal types. Playbook Rules can be configured to pull information from Contract Playbook Answers to help populate a new Playbook in the event of a Playbook switch during a Contract adjustment scenario.

See Contract Playbook Answer for the related object reference.