Pricing Rules
Cotiza CPQ supports flexible pricing through a combination of standard PricebookEntry records, Pricing Sets, and Playbook Rules.
Standard price book pricing
The simplest pricing model uses the UnitPrice field on PricebookEntry records. When a product is added to a Quote, CPQ uses the list price from the Price Book associated with the Playbook.
See Price Book Entry for field reference.
Tiered pricing with Pricing Sets
When pricing is more complex than price × quantity, use Pricing Set and Pricing Threshold records:
- Create a Pricing Set that defines which field to tier on and how tiers produce the line item Total Price.
- Add Pricing Threshold records for each tier range.
- Reference the Pricing Set from your Playbook or product configuration as needed.
Dynamic pricing with Playbook Rules
Playbook Rules can calculate and stamp pricing values dynamically using Rule Actions and Calculation Items. Common patterns include:
- Calculating totals from product line items
- Applying discounts based on Scenario conditions
- Deriving metrics such as ARR from quote term and product totals
See Rule Evaluation for execution order guidance and a worked ARR calculation example.
Related objects
| Object | Purpose |
|---|---|
| Playbook Rule | Container for pricing automation logic |
| Playbook Rule Action | Individual pricing or calculation action |
| Playbook Rule Calculation Item | Value source for calculations |
| Quote Line Item | Output record for priced products |