CPQ Architecture

Rule Engine

The CPQ engine evaluates rules in real-time during the Quote Line Editor session.

Product Rules (Validation & Selection)

Evaluates logical constraints between products.

• Reference: product_rule object.
• Evaluation: Client-side (UI) for speed, Server-side (Hook) for security.
• Example: IF Product = 'Laptop' THEN ADD 'Power Cord'.

Pricing Rules

Calculates final net_price.

• Waterfall: List Price -> System Discounts -> Volume Discounts -> Manual Discounts -> Net Price.
• Block Pricing: IF Quantity 1-10 THEN Price = $100 (Flat Fee).

Quote Data Model

The quote and quote_line objects mirror the Opportunity but with versioning.

// packages/revenue/src/quote_line.object.ts
export default {
  name: 'quote_line',
  fields: {
    quote: { type: 'lookup', reference_to: 'quote' },
    product: { type: 'lookup', reference_to: 'product' },
    quantity: { type: 'number' },
    list_price: { type: 'currency' },
    net_price: { type: 'currency' },
    discount_percent: { type: 'percent' }
  }
}

PDF Generation

We use a template engine (Handlebars/HTML) rendered to PDF via Headless Chrome.

• Template Object: quote_template stores the HTML structure.
• Renderer: QuoteRenderer class merges quote data into the template.