User Journey

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 the configurator, the 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

Sending Documents as Email Attachments from SAP CPQ

After users select a template for generating a document and customize it, they can download the document and send it as email attachments from the application. The recipients’ details and the email subject and body are predefined, but users can change the details and select who receives the email. The email body contains a predefined text that neither users nor administrators can change (for this, please contact the SAP CPQ Support team).

The generated document will be sent as an email attachment if Email Attachment is selected. Selecting Include Proposal Link includes a link in the email.

If the option Send Mail using your default mail client… is selected, it is necessary to manually attach the generated document (the generated document won't be automatically attached to your email). Also, the Plain text body type must be selected.

More Information

You are here: SAP Sales Cloud CPQ Online HelpAdmin Page HelpQuotes AdministrationDocument GenerationUser Journey