Document Generation Engines

Currently, SAP CPQ has two engines for generating documents: the old and the new document generation engine. The old document generation engine is active by default for Quote 1.0. Therefore, to enable the new engine, follow these steps:

  1. Access General > Application Parameters > Shopping Cart and Quotes.
  2. Set the Use new engine for Document Templates Processing parameter to TRUE.
  3. Click Save.
    SAP CPQ now generates documents in the new engine.

However, if needed, you can override the engine selection for a specific template (for example, if you wish to use the new engine in general, but you have a single template whose format is not supported in the new engine) by following these steps:

  1. Access Quotes > Document Generation Templates.
  2. Click next to a template.
    The Template Definition tab opens.
  3. In the Override Document Processing Engine for this template, select one of the following values:
    1. Use Global setting from application parameters page - default value. If selected, the system uses the engine that is set by the application parameter.
    2. Use Old Engine - the system uses the old generation engine for the template, regardless of the value of the parameter.
    3. Use New Engine - the system uses the new generation engine for the template, regardless of the value of the parameter.
  4. Click Save.
    The system generates the template via the selected engine.

Old vs. New: Quote Engines and Document Generation Engines

A distinction should be made between the following engines:

  • Quote 1.0 vs. Quote 2.0
  • the old document generation engine vs. the new document generation engine.

The Quote 1.0 engine uses both the old and new document generation engines. On the other hand, Quote 2.0 only uses the new document generation engine.

The old document generation engine generates PDF, DOC, DOCX, XLS and XLSX files. On the other hand, the new engine generates PDF, DOCX and XLSX files (in both Quote 1.0 and Quote 2.0). Furthermore, when uploading Microsoft Excel templates to the new engine, you can import both XLS and XLSX templates, and the new engine will generate them as XLSX files.

If a Microsoft Word template is used, the output format can be a Microsoft Word document, PDF file, or both. On the other hand, the output of a Microsoft Excel template is always a Microsoft Excel document.

While the new document generation engine is faster than the old engine, it may not support all the templates. Therefore, when switching from the old to the new engine, it is advisable to test the templates in a sandbox environment to verify that there are no issues. Otherwise, it may be necessary to fix the layouts or to re-upload the templates.

Unless specified otherwise, the procedures explained in the related topics describe the new document generation engine and Quote 1.0.


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