Package Setting & Products

• Update Package Settings
• Update Product Fields

Creating Quote

• Creating an Account, Contact, Opportunity and Quote

Configuration

• Product Bundle Settings
• Create Features for a Bundle
• Create Product Options for a Bundle
• Create Option Constraints for a Bundle
• Create Configuration Attributes for a Bundle
• Update Product Fields

Product Rules

• Create Product Rule
• Create Selection Product Rules
• Create Validation Product Rule
• Configuration Attributes
• Rules with Lookup Queries
• Update Product Fields

Dynamic Bundles

• Create a Dynamic Bundle

Custom Actions

• Create Custom Action
• Default Custom Action

Pricing

• Price Waterfall
• Manual Discounting
• Create a Discount Schedule
• Pricing Methods
• Contracted Pricing
• Subscription Pricing
• Multi-Dimensional Quoting

Quote Templates

• Quote Template
• Template Sections
• Template Content
• Quote Terms

Advanced Approval

Price Rules

Guided selling

Contract

Amendment