0 of 25 answered. Unanswered gates keep their modules pending routing.
S1
Do you sell bundles or kits, whether fixed or choose-your-own components?
Unlocks: M4 Bundles and product relationships
S2
Must any product be configured at quote time, or follow valid-combination rules (requires, excludes, hide, default)?
Unlocks: M5 Product Configurator and constraint rules
S3
Do reps or customers browse or search the catalog, use filters, guided questions, or product recommendations?
Unlocks: M6 Product discovery and guided selling
S4
Is product availability restricted by customer, region, or channel?
Unlocks: questions 3.12
S5
Do prices change with quantity on a single line?
Unlocks: M8 Price adjustments and dynamic pricing · questions 8.1, 8.2
S6
Do prices depend on quantity summed across lines, quotes, or past purchases?
Unlocks: M8 Price adjustments and dynamic pricing · questions 8.3
S7
Do prices change with product attributes such as size, edition, or region?
Unlocks: M8 Price adjustments and dynamic pricing · questions 8.4
S8
Do bundle components get special prices when sold in a bundle?
Unlocks: M8 Price adjustments and dynamic pricing · questions 8.5
S9
Do you need matrix lookups, formulas, roll-up pricing, derived prices, or best-price selection?
Unlocks: M8 Price adjustments and dynamic pricing · questions 8.6, 8.7, 8.8, 8.9
S10
Do subscriptions need proration for mid-term changes or partial periods?
Unlocks: M8 Price adjustments and dynamic pricing · questions 8.10
S11
Do list prices change on a schedule or by an index such as CPI?
Unlocks: M8 Price adjustments and dynamic pricing · questions 8.11
S12
Do reps give discretionary discounts or header-level adjustments?
Unlocks: M8 Price adjustments and dynamic pricing · questions 8.12
S13 Advanced required
Do you run promotions, automatic or manual?
Unlocks: M9 Promotions
S14
Do you sell usage-based or metered products priced from rate cards?
Unlocks: M10 Rate Management and usage selling
S15 Advanced required
Do customers prepay or commit to usage that is drawn down, with wallets or grants?
Unlocks: M11 Usage Management and consumption
S16
Do deals have ramp schedules, multi-year price steps, or renewal price uplifts?
Unlocks: M13 Ramp deals and price uplifts
S17
Does any discount, price, term, or product need approval?
Unlocks: M14 Advanced Approvals
S18
Do you produce customer-facing quote documents or collect e-signatures?
Unlocks: M15 Quote documents and e-signature
S19 Advanced required
Do orders need decomposition into fulfillment steps, SLAs, or fallout handling?
Unlocks: M16 Order fulfillment orchestration (DRO)
S20
Do you track customer subscriptions or assets and amend, renew, or cancel them?
Unlocks: M17 Assets, amendments, renewals, and cancellations
S21 Advanced required
Do you create contracts from quotes or orders, or price from contract terms?
Unlocks: M18 Contracts and contract pricing
S22 Advanced required
Do partners or customers quote or order themselves in Experience Cloud?
Unlocks: M19 Experience Cloud: partners and customers
S23
Do quotes or orders reach hundreds or thousands of lines?
Unlocks: M20 Large transactions
S24 Advanced required
Do you want Agentforce agents for quoting, approvals, or consumption?
Unlocks: M21 Agentforce for Revenue
S25
Does any external system touch Revenue Cloud data: ERP, tax engine, CRM sync, PIM, billing, custom pricing service?
Unlocks: M22 Integrations and extensibility