---
title: "Financing on a CPQ quote: a rate table, a lookup query and a price rule"
description: A pattern for showing a monthly financing payment on a Salesforce CPQ quote, and the three configuration mistakes that stop the price rule firing.
image: https://orbitalobjectives.com/hubfs/oo-social-share.png
---
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2. Nov 12, 2026, 9:42:37 AM
# Financing on a CPQ quote: a rate table, a lookup query and a price rule
A pattern for showing a monthly financing payment on a Salesforce CPQ quote, and the three configuration mistakes that stop the price rule firing.
By Orbital Objectives
A lender hands you a rate sheet: cost tiers down the side, payment terms across the top, a factor in every cell. Sales wants the monthly payment on the quote. The pattern below handles it without code.
## The pattern
1. A custom object with one record per cell of the rate sheet: tier minimum, tier maximum, term and rate factor.
2. A term picklist on the quote, a number field to hold the stamped factor, and a formula field for the monthly payment.
3. A lookup query that finds the rate record where the quote’s net amount falls inside the tier and the term matches.
4. A price rule whose action copies the factor from the lookup result onto the quote.
5. A template section that prints the financing summary only when a factor is present.
## Three ways it silently fails
CPQ does not raise an error when a lookup returns nothing. The rule simply does not fire, and the same rule with a hard-coded value works, which sends you looking in the wrong place.
- Inverted range operators. The amount must be at or above the tier minimum and at or below the tier maximum. Set the other way round, no record can ever match.
- An unwired action. The price action needs its source set to the lookup field. Without it the rule has matched a record and has nothing to stamp.
- A type mismatch. A picklist stores the term as text. If the rate object stores it as a number, the comparison fails. Pick one type for both sides.
## Questions to settle before building
- What happens to a deal above the top tier?
- Which amount decides the tier: list, net, or net before freight and tax?
- Can a rep choose any term, or does the deal size limit the choice?
Rate sheets change. Keeping the rates as records means an admin updates them with a data load when the lender issues a new sheet, and nobody touches the rule.
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