Activity Forums Salesforce® Discussions Explain Multi Dimensional Quoting (Price Dimension) in Salesforce CPQ

  • madhulika shah

    Member
    August 17, 2018 at 12:58 pm

    Hi Anjali,

    You can show a product in the quote line editor as a single quote line with multiple segments. Each segment represents a block of time (quarter, month, year, or custom) and has a quantity and discounts independent of the other segments. This feature is useful if you’re selling subscription products and services, because you don’t have to add multiple quote lines for each segment.

    Add MDQ (multi-dimensional quoting) segments to a product by creating a price dimension in your product’s Price Dimensions related list. The price dimension’s type controls whether your segments appear by year, quarter, month, custom, or as a one-time segment. You can also control whether users can edit the cost, quantity, or discounts of segments, or whether the segments inherit editability of these fields from their parent product record.

    After you create a dimension, Salesforce CPQ calculates the number of segments by considering the length of your quote’s term. For example, a product with a monthly price dimension and a two-year term might have 24 segments.

    To add a one-time charge, such as an installation fee, create a price dimension with a Type value of One-Time and set its unit price to a value of your choosing. The unit price overrides the product’s Price Book value. The one-time fee appears to the left of your segmented values in the line editor.

  • Parul

    Member
    September 21, 2018 at 1:59 pm

    Hi

    If we have a product with 2 different possible MDQ scenario (I.e. Year Segments and Custom Segments), currently we will have to create separate products for different segments. The Product dependent Price Dimension is not scalable with larger product catalog. My Idea is to create a field in the product level called "MDQ enabled" and have a picklist value on the Quote level for Price Dimension Type. Once the picklist is selected, all products that is flagged as MDQ enabled will be the ones converted to MDQ. The reason I'm suggesting with this idea is because every business process will not always be a single segment. There will be cases where certain quotes needs to be custom segments and there will different cases where the deal is straight forward as a yearly segments. Making it product dependent will double the product catalog and admins will need to filter products appropriately for the proper product selection.

    Thanks

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