Guiding User Through the Process – CPQ Online Help

Guiding User Through the Process

The purpose of this feature is to visually guide new or less experience or less frequent users through the process of selecting products, creating a shopping cart, generating a quote document.

Depending on application parameter ‘Show lead/prompting arrows in catalog (catalog, configurator, shopping cart, document generation)', CPQ will display arrows that will make it easy for user to understand that he/she needs to click on category or Customize product button. Button ‘Add to Quote’ should be hiddengreyed our (or disabled) until user selects at least one product to be added to quote.

For categories, arrow will be added to the end of category name:

Figure 1. - Categories


For product ‘Customize’ button, arrow will be added in it:

Figure 2. - Customize Button without any product selected


Figure 3. - Customize Button with products selected


For configurator, same arrow will be added to ‘add to quote’/'Prepare proposal' button:

Figure 4. - Configurator


Approvals action will also have an arrow in order to prompt uses to click on it (when it shows up) if approvals are needed. This is because Generate Quote action will not be there any longer and approvals is the next thing they need to do.

Figure 5. - Generate quote action in cart


Figure 6. - Approvals action in cart


Figure 7. - Generate quote - Choose Template


Figure 8. - Generate quote - Customize Template


Application parameter ‘Show lead/prompting arrows (catalog, configurator, shopping cart, document generation)’’ will be added to first tab of application parameters. Default value is ‘FALSE’.

Figure 9. - Application parameters
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