Configure Price Quote systems are fantastic and can do impressive things with approvals and specialized pricing. The downside is they are expensive, administratively heavy at times and overkill for smaller organizations with just a moderately complex pricing model.

CPQ Lite is something that I built in response to a near zero budget and a complex pricing structure.

Use Case

The business had multiple factors contributing to the pricing: customer tier, State/Province, Opportunity term, language. These factors produced hundreds of permutations of pricing.

Objective

Deliver a simple end user experience showing base products while enforcing hundreds of possible pricing options while not impacting system performance.

Solution

A new object called “Price Manipulators” that stored all permutations which held a reference key that would be matched to the identical reference key on the Opportunity Product. The key was a combination of field values that both the Price Manipulator and Opportunity Product/Product/Price Book Entry had in common.

Example: Product A | Tier 1 | NY | Short-Term | English

A flow would be used to update the Opportunity Product’s “Sales Price” field with the Price Manipulator’s designated price after save. A placeholder sales price was set at $99,999.00 for all price book entries. Not elegant but very functional.