Oracle BigMachines CPQ Cloud Service Products Document Engine Feature

Transcription

1 Oracle BigMachines CPQ Cloud Service Products Document Engine Feature

2 With the Document Engine feature of Oracle BigMachines Configure, Price, and Quote (CPQ) Cloud Service products, your organization can create, edit, and produce all the documents needed throughout the sales process easily, accurately, and consistently. Professional-looking branded proposals, quotes, contracts, letters, and data sheets are just a few clicks away. Generate Documents with Ease Document Engine is an integral part of Oracle BigMachines CPQ Cloud editions. It can be integrated with popular customer relationship management systems, enabling sales users, channel partners, value-added resellers, and distributors to quickly populate preloaded templates and generate documents that can be printed, faxed, or sent to a customer via . Built with patent-pending technology, Document Engine offers an easy-to-use interface that is designed to feel instantly familiar to most users, because it shares the best practices and designs of popular word processing applications. System administrators can customize document templates using a web-enabled editor. The IT and Business Admin user has the freedom to define page size and layout, adding tables, headers, footers, logos, and images to match the visual style of your company s brand. These templates ensure that all sales users can create consistent sales documents, helping your business present a professional image during every step of the sales cycle. Figure 1. Document Engine features a familiar interface that lets users quickly create customized, branded sales documents. Your IT and Admin User can even create a content library of dynamic information that can be used within different documents. Conditional statements can further determine when to include or exclude information. With a few simple clicks, everyone on your sales team can now produce beautiful, consistent, accurate documents every time. Figure 2. Create a content library of dynamic information to use within different documents. 2

3 Key Benefits Streamline quote, proposal, and contract generation Use and set up with ease Create customized, branded sales material Attach graphics, drawings, and external links Easily append external documents Produce consistent, professional-looking quotes, proposals, and contracts that reflect your brand 3

4 Documents You Can Generate Quotes Proposals Cover letters Dynamic terms and conditions Simple or detailed quote output Data sheets Oracle Configure, Price, and Quote Cloud Oracle CPQ Cloud solutions enable both enterprise and midsize companies to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows. Related Products Oracle BigMachines CPQ Standard Edition Cloud Service Oracle BigMachines CPQ Enterprise Edition Cloud Service Oracle BigMachines CPQ Premium Edition Cloud Service Oracle BigMachines CPQ ecommerce Transactions Cloud Service Oracle BigMachines CPQ Channel Users Cloud Service Oracle BigMachines CPQ Data Export Cloud Service Oracle BigMachines Express CPQ Cloud Service for Salesforce.com 4

5 How It Works To employ Document Engine with your own documents, follow these simple steps: 01 Within Oracle BigMachines CPQ Cloud Service, select the display options for your document. Do you want to show all line items? How do you want to group your line items? Do you want to include detailed product descriptions or display product images? Select the customer billing and shipping information Select a cover letter template. Add technical data sheets and drawings, if any, or select external documents from your computer, company network, or external shared drive Generate the completed quote or proposal documents in PDF or Microsoft Word format. Print, , or fax the results to your customer. Figure 3. Select your cover letter template. Figure 4. Generate your documents and quotes in PDF or Word format. 5

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