| Playbook | Configuration container defining a quoting operating motion—questions, rules, approvals, and view sections |
| Playbook Question | User input prompt that drives Quote configuration |
| Playbook Scenario | Boolean condition built from criteria; gates rules, approvals, and view sections |
| Playbook Rule | Automation container that executes actions when its scenario and timing conditions are met |
| Rule Action | Individual automation step (add product, stamp answer, adjust visibility, etc.) |
| Calculation Item | Value source used in rule action formulas |
| Playbook Approval | Configuration record defining when approval is required |
| View Section | Blueprint for a section in a proposal PDF or approval email |
| Pricing Set | Tiered pricing configuration linked to products via identifier |
| Pricing Threshold | Numeric tier range within a pricing set |
| Shell Quote | Temporary quote created for proposal preview during edit; receives draft watermark |
| Sync | Push Quote and line item field values to Opportunity and Opportunity Products |
| Contract Entitlement | Product entitlement record on a Contract |
| Adjustment Type | Amendment, Replacement, or Renewal—defines how a contract-sourced Quote modifies the deal |
| Entitlement Combination | Merging multiple entitlements during contract amendment |
| Power User | User-level flag granting elevated CPQ, Approvals, Contracts, or Proposals capabilities |
| Redline | Quote-specific View Section override for custom proposals |
| Piped text | Token syntax ({%VariableName%}) inserting dynamic values into text and queries |
| Date split | Splitting a line item into multiple records across date ranges |
| System Settings | Org-wide CPQ configuration record controlling UI tables and defaults |