Custom ramp deals creation with user-specified intervals
CPQ X enables the configuration of personalized ramp deals using intervals defined by you. This functionality is accessible through the Custom option within the input field labeled Ramp Interval Length. This feature is available for New Quotes, Amend Quotes, and Renew Quotes.
When you select Custom in the Ramp Interval Length, it displays another input field named Number of Intervals with values ranging from 2 to 12 (2 being the minimum and 12 being the maximum). This field allows you to specify how many intervals you want to break down the entire subscription into
Depending on the Ramp Interval Length selected, the Details section will display a given number of Interval start and end dates.
We made the Details section look chronological by enabling the Interval 2 Start Date first and disabling the others. If you enter a value in the Interval 2 Start Date input field, then the Interval 3 Start Date input field will be enabled, and so forth.
Interval 1 Start Date and Interval last end date fields are auto-calculated and populated and are read-only
Quote type | Description |
|---|---|
New | Interval 1 Start Date is the Quote Start Date specified, and Interval Last End Date is calculated based on the Initial Term Length defined. |
Renewal | Interval 1 Start Date is the Subscription Term Start Date, and Interval Last End Date is calculated based on the Initial Term Length defined. |
Amendment | Interval 1 Start Date is the Subscription Term End Date, and Interval Last End Date is calculated based on the Initial Term Length defined. |
Based on the subsequent interval start dates you define, intermediate interval end dates are automatically calculated. For example, assume you define Interval 2 Start Date as 10 Jan 2022, Interval 1 End Date will be automatically calculated as 09 Jan 2022
Below fields are the driving factors for your custom ramp intervals and thus significantly impact your intervals if any changes are made. If you change any of the below fields after defining ramp intervals and adding products to specific intervals, the system will automatically discard the ramp intervals you defined and the added products to the timeline.
- Changing the Quote Start Date
- Disabling the Ramp option
- Changing the Initial Term