Branding

CPQ supports multiple brands graphical interfaces. Each user can belong to a brand that has its own colors, logos and visual styles. Users will be able to see the same products and pricing, while having different graphics depending on which company brand they belong to. Additionally, administrators will be able to define which users belong to which brand.

For example one UI could be displayed to anonymous web site visitors, another to internal users, while yet another to partners. For example if company ABC is reselling company XYZ products, when ABC sales person logs into XYZ CPQ, it will have ABC branding, but when XYX user logs into same CPQ it will have XYZ branding.

Branding Definition can be found under the UI Design menu by selecting Branding.

From this screen different branding definitions can be added, deleted, or edited. Branding definitions can be searched by entering the Name, CSS File, Logo Image, or whether the definition is default or not, into the boxes on the Branding Definition page, and then clicking Search.

To add a new Branding Definition, click Add New. A blank Branding Definition page will be displayed as shown in Figure B.

Existing Brands can be Edited or Deleted by clicking the respective symbol to the left of the Brand Name. Selecting Edit would bring up the same page seen in Figure B. Fields shaded with asterisks (*) are required in order to save new Branding Definition. Administrators will be able to see information on the default brand and rename it. Administrators can also add new brands with a different CSS style sheet and different logos.

It is important to know that if UI element is not specified (image or CSS file) for non-default brand, value from default brand will be used.

In Setup→UsersUsers, each individual user has a new drop down field associated with them called “Brand”. Default Brand is automatically selected, but if there is more than one, user can choose those.

In Setup → Users → Permission Groups, when adding/editing permission group, list of Brands are added on the left (below the markets).

In Setup → Quotes → Document Generation Templates, when adding/editing template, list of Brands to System Permission Groups is added (on tabs Visibility Permissions and Format Permissions). Additionally, in Setup → Quotes → Ability to Manage Documents, list of Brands is added on the left. In Setup → Products → Custom Tables –Delegation of Authority, brands are added to the list of System Permission Groups.

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