The Setup View lets you customize basic settings from inside the DriveWorks CPQ Template. Modify Fonts, Colors, Locations and Logos from inside the solution.
Location in the DriveWorks CPQ Template:
Dashboard > Admin Panel > Setup
Fonts Colors lets you modify basic Fonts and Colors within the DriveWorks CPQ Template. Quickly and easily modify the look and feel of the template through these settings.
Change the default font for the whole CPQ Template. The new font will be used everywhere in each DriveWorks Project.
Control the font color of each text style that is used in the template.
Changes the background color of every CPQ form and changes the Menu Bar Color so you can create UI that matches.
Change how Data Tables appear the user by changing the Selected Row Color and Selected Font Color.
This section can be used to upload your company logo to the DriveWorks CPQ Implementation. Upload a Logo and set its width to chnage the way it appears in the Header Bar.
Enter a file location where you want the Quote Documents to be saved to. For example, pick a shared location where the files need to be saved to.
If you want to view Quote Documents on the web then this location must be setup as a files site within Internet Information Services (IIS).
files.mysite.com would be the site you setup in IIS and point to the above location.
The Main Website setting should contain the URL of the main CPQ website. This should include http:// or https:// if your site uses SSL.
This will be used to logout of the CPQ Implementation within the User Profile.
The Files Website should contain the URL of the files website you want to use. This should include http:// or https:// if your site uses SSL.
This will be used to open files from the files website in the Quote Documents Project.
If you are embedding the template into your own website then this should be the URL you use to do that. This should include http:// or https:// if your site uses SSL.
Enter the base currency symbol needed for the DriveWorks CPQ Template. For example: $
Enter the email address that you want emails to be sent from inside the CPQ Template.
Enter the Alias that you want to appear in emails to your customers.
Sender Email and Sender Alias to create the From Email Address. For Example:
DriveWorks CPQ <email@example.com>
This email will appear from DriveWorks CPQ but be sent from the email address firstname.lastname@example.org.
Auto Refresh Data will auto refresh the source data that is used in the ListView Project. Data will be refreshed every 20 seconds. This can be modified in the ListView Project.
Settings are not applied straight away.
To Save the settings entered, press the Save button in the middle of the screen.
Settings may only apply once the User has logged out of DriveWorks Live and logged back in again.