Home Search

DriveWorks Pro 21
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.

Running CPQ

When the CPQ DriveApp is running (see DriveApps) the Home screen will be shown (unless the Start Parameter has been customized).

The following tiles appear on the default Home screen:

  • Accounts

    Opens the Accounts list.

  • Contacts

    Opens the Contacts list.

  • Quotes and Orders

    Opens the CPQ Quotes and Orders dashboard, containing the following tiles:

    • View All

      Opens the View All list.

    • View Saved

      Opens the View Saved 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, containing the following tiles:

    • Items

      Opens the Items list.

    • Price Lists

      Opens the Price Lists list.

    • Catalog Categories

      Opens the Catalog Categories list.

  • CPQ Administration

    Opens the CPQ Administration dashboard, containing the following tiles:

    • Currencies

      Opens the Accounts list.

    • Territories

      Opens the Territories list.

    • Teams

      Opens the Teams list.

    • Users

      Opens the Users list.

  • CPQ KPIs

    Opens the CPQ Administration dashboard, containing the following tiles:

    • Total Orders
    • Quoted
    • Ordered
    • Shipped
    • Last Hour
    • Last 24 hrs
    • Last Week
    • Last Month
    • Last 3 Months
    • Last Year

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 Currency Exchange Rates will be based off the specified 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. Select the General tab, and 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. Select the Catalog tab, and 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.

Embedding CPQ into your website

A customer facing entry point for the CPQ DriveApp can be used to embed your catalog\configurators into a website to create custom quotes and orders.

This removes the need for a user to log in before they can start configuring their own order. Less options are also available, so discounts, shipping costs etc cannot be applied.

Any data that is configured using the embedded entry point of the CPQ DriveApp can be accessed and managed from a standard CPQ DriveApp entry point, if they are both linked to the same database.

Learn more about how to set up an embedded entry point using the following guide:

Embedding a CPQ Order

Settings

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

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 CPQ DriveApp:

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

Dashboard Manager

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 Manager

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

CPQ Settings

Additional settings for CPQ are found in the following tabs across the top of the CPQ Settings window:

General

General Settings

Base Currency.

Select the Base Currency to use, from the drop down.

A Currency must have been applied, to be available from the drop down.

Record Exclusion Teams

Identify Teams to be excluded from being linked to new records.

Use the controls to add Teams that are not required to be linked to Records (Order, Accounts, Contacts).

The Teams Will be excluded from the drop down when creating a new record.

Catalog

Price List Settings

Specify Price List prices in Base Currency.

Check this option to use the Base Currency.

Catalog Settings

  • Default Initial Category

    A Category must have been applied, to be available from the drop down.

  • Catalog Image Size

    Set the size of the Catalog Image (px).

  • Show Title and Description

    Check this to display the Title and Description.

Custom Fields

Set the Custom Field Project to use with each record.

See CPQ Custom Fields for instructions to create a Custom Fields Project.

Orders

Apply Order and Workflow settings.

Sync

A CPQ Data Synchronization Project must exist.

Set the Project to use, for each Record type, when synchronizing data with a Third Party system.

Check the box under each Record type to enable synchronization on Add/Edit.

Tabs

Select the tabs to appear on each List view.

CPQ Help

This links to the online version of this page.