Product Rules Overview
List all Product Rules in the org. For each rule, include: Rule Name,
Evaluation Event, Status (Active/Inactive), and the Products or
Bundles it applies to.
Price Rules for a Product
For a given Product, list the Price Rules that reference it. Include:
Rule Name, Conditions, and Actions.
Bundle Components Summary
For a specific Bundle, list its Options and Configuration Attributes.
Useful for scoping complexity ahead of migration.
Inactive CPQ Rules
List inactive Product Rules and Price Rules. Include: Rule Name,
Rule Type, and Last Modified Date.
Quote Templates Overview
List active Quote Templates. For each, show Template
Name and referenced Document Template (if any).