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One of the most critical functions of a CPQ system is to guide your sales team in configuring products that meet customer requirements while remaining technically feasible. In Combinum, this is achieved through various rule types ranging from simple to advanced, which can also be used in combination.

Rules that control how a product can be configured operate by:

Preventing disallowed combination of choices

Asking only relevant questions

Selecting required parameters automatically

Suggesting recommended options

Verifying that mandatory questions have been answered

Behind the scenes, advanced rules can depend on the outcomes of other logical CPQ processes, such as calculations and table data lookups.

In the CPQ industry, the term constraint usually refers to a specific type of rule that establishes a logical relationship between different parts of a product (for example, ensuring that the diameters of a bicycle's rims and tires match). While these types of rules can be created in Combinum, this documentation uses the single term rule for simplicity to encompass all types of configuration logic.

Types of rules

Examples of rule scenarios

Learn more about rules

  

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