Favorites

Favorites are a great way to reduce the time it takes you to create quotes. They allow you to assemble a list of favorite configurations and products or services, such as those sold most often to a particular customer, particular vertical, or for any other reason you would want to add products or configurations to a quote with one click.

Favorites are only available in Quote 1.0.

To access the Favorites page, click the button in the Categories tree. The Favorites page with the list of previously added favorites. From here, you can configure, delete, edit or add favorites to a quote by clicking cpq_1905_settings_icon.jpg. You can also filter the favorites list by clicking cpq_1905_filter_icon.jpg.

cpq_1911_favorites_page_red.jpg

Alternatively, you can access the Favorites page from a quote, by clicking in the Products panel.

Adding Favorites

New favorites can be added in the following ways:

  • By clicking the Add To Favorites button above a product in the Catalog.
    cpq_1911_add_to_favorites.jpg
    Once you click this button, it will turn yellow. The yellow star indicates that the product has already been added to favorites, and it cannot be added twice.
  • By clicking the cpq_1911_favorites_button_configurator.jpg button in the Configurator, you can add the current configuration state to favorites.
    The Add To Favorites popup window displays and you can enter the name and description of the configuration in the corresponding fields.
    cpq_1911_add_to_favorites_modal.jpg
    Furthermore, you can:
    • Tick the Share with users in my company checkbox if you want to share your favorites with other users in your company
    • Tick the Share with all users checkbox if you want to share your favorites with other SAP CPQ users.
  • Once you click Save the configuration will appear in the Favorites page.

The Share with users in my company and Share with all users options are displayed if the administrator has made them visible. The two options’ checkboxes are ticked by default, but you have the option to untick them if you do not want to share the favorites with users in your company or all users in the system.

More Information

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