Using Conditional Rules

Conditional Rules control how individual line items behave when a proposal is automatically generated from a CPQ-based template. Each rule is defined directly on a product, service, bundle, or service package in the Package Configuration stage of the template. While generating a proposal, Zuper checks real job data, such as measurement token values, checklist responses, and job details, and then automatically decides whether that line item should be added, removed, or markup should be adjusted. For example, if the roof pitch is greater than 6/12, you can set the rule to add the premium underlayment line item to the proposal automatically; otherwise, the standard underlayment option is included instead. In this guide, we will explore how to access and define the condition rule for the line item in the CPQ proposal template.

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Accessing the Conditional Rules

You’ll find Conditional Rules when you’re setting up your CPQ Proposal template in the Quote Builder. When you add a material, service, or bundle, you’ll see an Add Rule option beside it. Click that, and the Conditional Rule panel will open. That’s where you’ll build your rule, and it’s divided into three simple sections: IF, THEN, and ELSE.

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Set the Condition (IF section)

In the IF section, you define what should be checked before deciding how to handle the line item. You can add multiple conditions using ALL (AND) or ANY (OR) logic.

• Click “+ Add condition”.
• Choose the data source (Job, Checklist, or System) and select the field .
• Set an operator such as is, is not, greater than, less than, etc.
• Enter a comparison value .
  
  IF Job Category = Roofing ALL “New Job” = Yes

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Define the Action (THEN Section)

The THEN section tells what to do with the line item when the IF condition is true.
Available actions include:

• Add Item
• Remove Item
• Adjust Markup

THEN Adjust markup = 5

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Define the Alternate Action (ELSE Section)

The ELSE section defines what happens if the condition is not met.
Similar to then actions: ELSE Add item When you’re finished, use the Rule toggle at the top to enable or disable the rule, then click Save.

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Section Rules - CPQ

Rules can be applied at the section level in CPQ templates, in addition to individual item rules. Here is how the precedence rules work: Your rule will now automatically evaluate every time a user interacts with that item. Click here to know more about the Sections.