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Open in Introw: CPQ

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How it works

Pricing is set per product in the product’s detail panel under CPQ. A discount switcher lets you choose Partner Based, Tier Based, or Custom. Partner-based pricing maps a numeric or currency CRM property on the partner to a discount percentage. Tier-based pricing uses a per-tier discount table, with tiers defined in Settings. Custom lets the partner set the unit price when adding a line item. When a partner builds a quote, the configured rule is applied automatically to the line item price. Partner-based and tier-based discounts are calculated server-side as line items are added, so the quote always reflects your policy.

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Prerequisites

  • A connected CRM with products synced.
  • CPQ write access.
  • Tiers defined in Settings, for tier-based pricing.
  • A partner discount property in the CRM, for partner-based pricing.

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Settings & configuration

Pricing rules are set per product at CPQ.

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Discount type

In the product’s detail panel, use the discount switcher to choose Partner Based, Tier Based, or Custom.

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Partner-based discount

Choose the CRM discount property on the partner record that holds the discount percentage. Each partner’s value drives their price for the product.

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Tier-based discount

Fill in the Tier Discounts table with a percentage per tier. Partners are priced by the tier they belong to.

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Custom pricing

Enable custom pricing so partners can set the unit price when adding the product as a line item.

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Setup walkthrough

1

Open the product

Go to CPQ and open the product.
2

Pick a discount type

Use the switcher to choose Partner, Tier, or Custom.
3

Configure the rule

Set the property, tier table, or custom toggle.
4

Save and test

Save, then add the product to a quote to confirm the price.

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How-to guides

Let trusted partners set their own price

Enable custom pricing on a product so partners can set the unit price when they add it to a quote.

Apply each partner's negotiated discount from your CRM

Price a product from a numeric CRM property on the partner so negotiated discounts flow into every quote.

Reward partner tiers with automatic discounts

Set a discount percentage per partner tier so partners are priced by the tier they earned.

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Limits & gotchas

A product uses one discount type at a time. Partner-based discounts depend on the chosen CRM property being populated on each partner, so a missing value means no discount. Tier-based discounts require partners to be assigned to a tier. Custom pricing hands price control to the partner, so use it for trusted partners only.

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Troubleshooting

  • A discount is not applied - the partner discount property is empty, or the partner has no tier.
  • A partner cannot edit price - custom pricing is not enabled on the product.
  • The price looks off - confirm the correct discount type and that the base price in the CRM is current.