Choose When Sales Reps Can Configure Bundles
- Go to your bundle product.
- Select the Configuration Type field.
- Choose one of the following values.Allowed: The sales rep can configure the bundle at any point. Since they’re not required to configure it, they can leave the initial configuration page without making any changes.Disabled: Sales reps can’t configure the bundle. Salesforce CPQ doesn’t prompt them to choose options after adding the bundle product. And it doesn’t show a Configure link next to the bundle’s quote line item. Use this value when your bundle automatically selects options.Required: The sales rep can’t leave the initial configuration page until they choose at least one product option.
- Allowed: The sales rep can configure the bundle at any point. Since they’re not required to configure it, they can leave the initial configuration page without making any changes.
- Disabled: Sales reps can’t configure the bundle. Salesforce CPQ doesn’t prompt them to choose options after adding the bundle product. And it doesn’t show a Configure link next to the bundle’s quote line item. Use this value when your bundle automatically selects options.
- Required: The sales rep can’t leave the initial configuration page until they choose at least one product option.