See What's Coming in Oracle Express CPQ for Salesforce.com

Transcription

1 See What's Coming in Oracle Express CPQ for Salesforce.com Summer 15 Release Content Document 1

2 TABLE OF CONTENTS OVERVIEW... 3 GENERAL... 3 Basic Setup Page... 3 CONFIGURATION... 4 Blueprint Groups... 4 PRICING... 5 Custom Pricing Input... 5 QUOTING... 6 A4 Paper Size... 6 Multi-language Proposal Output... 7 Custom Headings for Provided Sections... 8 Template Groups... 8 Enhanced Rich-Text Editor Rich-Text Footer

3 OVERVIEW This document provides a preview of the new and improved functionality coming in the Summer 15 update for Oracle Express CPQ for Salesforce.com, formerly BigMachines Express. GENERAL This section summarizes the general changes you can expect to see in Oracle Express CPQ. BASIC SETUP PAGE The tab formerly labeled as BigMachines Express Basic (Setup) has been renamed BigMachines Express Setup and now contains quick links to support resources and installation guides. Sample Use Cases This updated setup page can help administrators by providing shortcuts to: The Basic, Configuration, Pricing, Quoting and Renewals listings in the AppExchange. Step-by-step instructions for both installing and upgrading BigMachines Express. The My Oracle Support (MOS) website and hotline. 3

4 The BigMachines Express Support Center and Release Notes archive. CONFIGURATION This section summarizes the changes you can expect to see in the Configuration module. BLUEPRINT GROUPS A new Blueprint Groups administration tab is now part of Configuration upon update. With this new feature, administrators can create groups of blueprints that contain some or all active blueprints each with a unique sort order. By grouping and sorting blueprints administrators can simplify the selection of blueprints for users to increase adoption, prevent errors and reduce clicks. Once a Blueprint Group has been defined, administrators can use workflow to dynamically set the active group on a given quote based on almost any set of conditions or criteria. Once the active group is set the sales user will only be able to choose from the blueprints that are part of that group. Optionally, administrators can set a dynamic error message using workflow that is displayed to the sales rep if no blueprints are available. This error message can communicate to the user why not blueprints are available and provide instructions on how to resolve the issue. 4

5 Sample Use Cases Create empty groups that prevent users from creating configurations until certain entry criteria are met (e.g. approval status or opportunity stage). Only allow special configurators when quoting to certain Account types or industries. Restrict access to advanced configurators by making a blueprint group for sales engineers, sales ops users or managers. Create blueprint groups for different regions, product lines or sales channels. Set specific blueprints based on the deal type (e.g. new business, add-on or renewal.) Sort blueprints so that the most popular or default configurator is at the top of the pick list. PRICING This section summarizes the changes you can expect to see in the Pricing module. CUSTOM PRICING INPUT A new setting on the Pricing Administration page allows an organization to change the currency field used as the pricing input from the default List Price to a newly configured custom Quote Line Item field. This picklist presents all currency fields on the Quote Line Item object that are not part of our managed packages. 5

6 Sample Use Cases This feature allows organizations to use currency fields other than List Price as the input to their Pricing Rules. Organizations may want to: Apply a volume discount or account specific discount to the configured price of a product. Apply a custom pricing rule to a product s annual recurring revenue or total contract value. QUOTING This section summarizes the changes you can expect to see in the Quoting module. A4 PAPER SIZE Upon installation of the new Quoting package, all proposal templates will have a new Paper Size option on the Layout tab. This setting allows administrators to create templates that render and print properly to A4 paper sizes. SAMPLE USE CASES Organizations that do business in regions that do not use North American standard letter paper sizes (8.5 x11 ) can now print proposals to A4 paper sizes (210 x 297 mm). 6

7 MULTI-LANGUAGE PROPOSAL OUTPUT Organizations expanding their business into non-english speaking markets can now generate proposals in multiple languages. Administrators can assign a language to each proposal template using a new Language setting on the Layout tab. By designating a language for each template, proposals will display pre-translated labels for standard Salesforce objects and fields and Administrators can supply their own translated labels to custom fields, static text, headings and rich-text Translated text for proposal templates is supplied in 4 different ways. Labels for standard Salesforce fields and objects are pre-defined and included automatically. Labels for custom fields and objects are supplied by a translating administrator using the Translation Workbench. Custom labels for static text on a template is supplied using custom labels provided in this release. Standard section headings can now be over-ridden with custom section headings for each template. See the Custom Section Heading section for more detail. Rich-text used in template sections, provided sections and custom sections can be translated and inserted into each template. Sample Use Cases Sales reps working non-english speaking territories can select a template that has been translated into other languages. 7

8 CUSTOM HEADINGS FOR PROVIDED SECTIONS Administrators can override the standard section labels for provided sections including general information, quote totals, line items, terms and conditions and quote acceptance information. This allows translated or custom section headings to be printed on proposals. Sample Use Cases Administrators may want to: Replace the standard section headings with translated headings for non-english templates Provide industry specific section labels for line items (e.g. products, licenses, bill of materials) Replace the quote acceptance information heading with a call to action (e.g. sign below, sign and return) TEMPLATE GROUPS A new Template Groups administration page now appears in Quoting. 8

9 With this new feature, administrators can create groups of templates that contain some or all active templates each with a unique sort order. By grouping and sorting templates administrators can simplify the selection of templates for users to increase adoption, prevent errors and reduce clicks. Once Template Groups have been defined, administrators can use workflow to dynamically set the active group on a given quote based on almost any set of conditions or criteria. Once the active group is set the sales user will only be able to choose from the templates that are part of that group. Optionally, administrators can set a dynamic error message using workflow that is displayed to the sales rep if no templates are available. This error message can communicate to the user why no templates are available and provide instructions on how to resolve the issue. Sample Use Cases Create empty groups that prevent users from creating proposals until certain entry criteria are met (e.g. approval status or opportunity stage.) Only allow special templates when quoting to certain accounts or regions. Restrict access to detailed templates by making a template group for deal desk, sales ops users or managers. Create template groups for specific regions, product lines or sales channels. Create language-specific template groups that exclude unneeded templates by account or user locale. Sequence templates so that templates are listed in order in which they should be used (e.g. informational quote, budgetary quote, final quote, contract.) 9

10 ENHANCED RICH-TEXT EDITOR Administrators can now work with a full-featured rich text editor when editing sections in a proposal template. This enhanced rich-text editor makes it easier for administrators to create formatted dynamic text using images, tables and font styles in proposal documents. The enhanced rich-text editor is available in the following section types: Template Sections - Cover Page, Header & Footer Provided Sections - Terms and Conditions Custom Sections Admin Only Sample Use Cases Layout text on a template using tables with borders and cell alignment. Include hyperlinks and formatted font using styles, sizes, colors, superscript, subscript and symbols. Insert and align images and wrap text around them Copy and paste text from Word or other Rich-Text Editors RICH-TEXT FOOTER Administrators now have an option to use a rich-text footer on proposal templates on the Cover Page & Header/Footer tab. This checkbox toggles between the standard simple footer and a new rich-text footer which can be formatted using the enhanced rich-text editor and can use new proposal merge fields for page numbers. 10

11 Sample Use Cases If enabled, an administrator can brand the proposal footer and format it using rich-text features like hyperlinks, images, tables and font styles. 11

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