DriveWorks Pro 18: Using The CPQ DriveApp [send feedback...]

Using The CPQ DriveApp

The DriveWorks CPQ DriveApp allows you to manage the entire sales process of your configurable products.

Administer lists of Accounts, Quotes, Price Lists and more. Configure your own catalog, for both Standard and Custom Products.

Beta Release

The DriveWorks CPQ DriveApp is feature complete and tested but may be subject to minimal changes.

Running CPQ

When the CPQ DriveApp is running (see DriveApps) the Home screen will be shown.

The table below describes what each tile on the Home Screen will open:

Main Dashboard TileDescriptionChild Dashboard TileDescription
CPQ Administration

Opens the CPQ Administration dashboard.

Currencies

Opens the Currencies list.

Territories

Opens the Territories list.

Accounts

Opens the Accounts list.

Contacts

Opens the Contacts list.

Quotes and Orders

Opens the CPQ Quotes and Orders dashboard.

View All

Opens the View All list.

View Quotes

Opens the View Quotes list.

View Orders

Opens the View Orders list.

View Shipped

Opens the View Shipped list.

Catalog Administration

Opens the CPQ Catalog Administration dashboard.

Items

Opens the Items list.

Price Lists

Opens the Price Lists list.

Catalog Categories

Opens the Catalog Categories list.

CPQ Quick Start Guide

Before using the DriveWorks CPQ DriveApp - follow the steps below to allow quick set up of the CPQ DriveApp.

1. Set up the Base Currency

CPQ requires a Base Currency to specify the pricing of the items.

All other Base Currency Exchange Rates will also be based of the Base Currency.

To set up the Base Currency, follow the steps below:

  1. From the main CPQ Dashboard, go to CPQ Administration > Currencies.
  2. Click Add in the Currencies List.
  3. Add the currency that will be the Base Currency. Set the Currency Exchange Rate to 1.
  4. With the Currency added, go to the DriveApp Settings (click the button at the top right of the header) > CPQ Settings.
  5. From the Base Currency drop down, select the Currency previously added.

2. Set up the Default Initial Category

Items are added to orders using the CPQ Catalog.

The CPQ Catalog includes Standard and Custom Items.

These Items can be categorized by creating Catalog Categories.

One Category must be selected to be the Default Catalog Category.

This category will be the first category that is shown when new Items are added to an Order.

  1. From the main CPQ Dashboard, go to Catalog Administration > Catalog Categories.
  2. Add a new Category. Enter a name (for example Main or Default).
  3. With the Category added, go to the DriveApp Settings (click the button at the top right of the header) > CPQ Settings.
  4. From the Default Initial Category drop down, select the new Category from the list.

3. Next Steps

Once the above steps are completed the CPQ DriveApp is ready to use.

The following are additional steps that may be required before creating the first Order.

  • Add a Standard Item using the Catalog Administration > Items.
  • Add the Standard Item to the Catalog using the Catalog Administration > Catalog Categories Dashboard Tile and edit either the existing Category or create a new one.
  • Create a new Account and Contact in the CPQ DriveApp. This will allow an Order to be linked with an Account.
  • Create a Price List and add Standard Items. Price Lists can be created for different Currencies that have been added.
  • Look through the DriveWorks CPQ DriveApp Templates - these show further customizations to enhance the DriveWorks CPQ DriveApp.

4. DriveWorks CPQ DriveApp Templates

There are a number of Templates that come with the DriveWorks CPQ DriveApp.

These Templates enable further customization of the CPQ experience, by setting up custom exports, custom items and linking DriveWorks Orders with Third Party systems.

Each Template has its own guide, which can be followed to link your own DriveWorks Projects to the CPQ DriveApp.

Adding Existing Configurators to the CPQ DriveApp

For existing configurators that are required to be consumed in the CPQ DriveApp we have provided a Form template.

This template can be used to add the necessary Variables\Form Controls etc to a configurator that is required to be used as a Custom Product inside the DriveWorks CPQ DriveApp.

For more information on adding this template to an existing configurator please see CPQ Custom Item.

Customizing CPQ

The default tiles can be removed or customized in the CPQ settings.

Additional dashboards can be added, and have up to 12 tiles applied to each, to return KPI's from the Group or link to Projects or websites.

Click the Settings button (top right of the header) to customize the Dashboard.

Teams that have the setting Administer DriveApps applied (found in Team Security Setting) will only be able to customize the Dashboard.

If the logged on user is a member of more than one Team a dialog will be shown, select the required Team from the drop down.

Select the following menu items from the left of the Settings screen to customize the Dashboard.

Running Multiple DriveApps

When running multiple DriveApps that share the same database any global customizations made will apply to all DriveApps.

Customizations will need to be applied to each DriveApp if they have their own database.

Appearance

By default, the appearance of the Dashboard DriveApp will be skinned with the DriveWorks logo and default DriveWorks color schemes.

Expand to see how to change appearances

Language

All DriveApps are designed to be translatable.

The default language is English, but each DriveApp has the ability to translate the text used into your preferred language.

Expand to see how to set up languages

Edit Dashboards

Add, edit and delete Dashboards from this setting.

When loading the Edit Dashboard Settings for the first time, a list of default Dashboards is displayed.

The list includes a description of what each contains.

Expand to see how to edit Dashboards

Tile Background Creator

Create a Tile with a custom image.

Expand to see how to create tile backgrounds

KPI Settings

This displays a list of default KPIs.

Each has a description of what KPIs they will report.

The search bar located above the Table to the left, can be used to search the existing KPIs by name.

The KPIs can be filtered by Category using the Category drop down.

Expand to see how to change KPI settings

List Manager

A DriveApp List is a view of a table of data into which items can be added, edited or removed.

The Dashboard DriveApp uses Lists to allow administration of Teams and Users

The List Manager allows Lists to be applied that will be displayed on Dashboard Tiles.

Expand to see how to edit the List Manager

Online Help

This links to the online version of this page.

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