DriveWorks Pro 21

Managing Data for the CPQ DriveApp

Managing Data for the CPQ DriveApp

The CPQ DriveApp allows you to add and manage data needed for creating custom quotations and orders.

The DriveApp gives you the ability to store data for:

• Standard and Custom Items, including pricing and item images.
• Account and Contact informations for linking to quotations.
• Price Lists - including Bulk Pricing discount data.
• Currencies, including values for exchange rates and currency symbols.
• Catalog data for creating a permissions based catalog.
• Address and Territory data, which can be linked with your Accounts and Contacts.

All of the above data can be used for creating custom quotes and orders inside the DriveWorks CPQ DriveApp.

Administering the DriveWorks CPQ Catalog

The CPQ Catalog can be set up to allow users to quickly find the products they are looking for when creating a new custom quotation.

Categorize your products to make them easy to find, grouping similar products together.

The CPQ Catalog Administration Dashboard makes it easy to add both Standard and Custom Items, as well as Categories for them to be accessible from. Custom Items can be linked to a DriveWorks configurator Project, which will be ran if the product is selected from the Catalog.

Once everything has been added to CPQ and the Catalog has been set up, users can add line items to quotations within CPQ