Sort CPQ rules by governance layer
Classify CPQ rules into governance layers to reduce overlap and maintenance risk.
Sort each CPQ rule into the layer that should own the decision. Place each card in the right governance bucket. Think about where the truth should live, not where a workaround might be easiest. Product compatibility Customer eligibility Pricing policy Approval control Document term Fulfillment constraint Premium Support can only attach to Enterprise Suite Public-sector accounts cannot buy beta AI add-ons Multi-year prepaid software receives a 6% price adjustment Discounts below services floor require Finance review Data residency clause appears for EU-hosted packages APAC implementation cannot start before regional capacity date Legacy SKU may renew but cannot be sold to…
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