Crafting Dynamic Quotes: Building Custom Oracle CPQ Templates with Pre-populated Values

Creating a custom template for a quote with pre-populated values in Oracle CPQ Cloud involves several steps, from defining the template structure to implementing logic for pre-populating fields. This article provides a comprehensive guide, including setup instructions and sample code, to help you efficiently create a custom quote template tailored to your business needs.

Step 1: Define Your Quote Template Structure

Start by identifying the fields and sections you need in your custom quote template. Common elements include customer information, product details, pricing, discounts, and terms and conditions. Consider how you want to organize this information to make the quote clear and easy to follow for your recipients.

Step 2: Access Oracle CPQ Cloud Administrator Interface

1. Log in to your Oracle CPQ Cloud site as an administrator.
2. Navigate to the Admin Home page.
3. Under Documents, select Document Designer to create a new quote template.

Step 3: Create a New Document Template

1. In Document Designer, click Create to start a new template.
2. Choose Quote as the type of document you’re creating.
3. Enter a name for your template and select the layout and design options that fit your requirements.

Step 4: Design Your Quote Template

1. Use the drag-and-drop interface to add sections and fields to your template.
2. For each field, specify whether it will be pre-populated from Oracle CPQ data, user inputs, or calculated values.
3. Use placeholders (e.g., [CustomerName], [ProductList]) within text elements to indicate where dynamic data will be inserted.

Step 5: Implement Logic for Pre-populating Values

Oracle CPQ Cloud allows you to pre-populate fields using BML (BigMachines Language) scripts. You can write scripts to fetch data from the CPQ database or perform calculations.

Sample BML Script for Pre-populating Customer Name:

// Fetch customer name from the transaction
customerName = transaction.getValue("Customer_Name");

// Return customer name to be populated in the template
return customerName;

Place this script in the appropriate section of your template to ensure the customer’s name is automatically filled in when the quote is generated.

Step 6: Configure Data Sources

1. If your template requires data not readily available in the default transaction fields, configure additional data sources.
2. Navigate to Admin Home > Commerce and Documents Setup > Data Tables to create or update data tables.
3. Use BML scripts or formula fields to pull data from these tables into your quote template.

Step 7: Testing and Deployment

1. Once your template is designed, and scripts are in place, save your work.
2. Use the Preview feature in Document Designer to test how your template looks with sample data.
3. Make adjustments as necessary to ensure all pre-populated values appear correctly and the layout meets your requirements.
4. When satisfied, publish your template to make it available for use in generating quotes.

Step 8: Configure Quote Generation Settings

1. Go to Admin Home > Commerce and Documents Setup > Commerce Processes.
2. Select the commerce process associated with your quotes.
3. Configure the actions or triggers that will use your new quote template, ensuring it is selected as the default or one of the options for users generating quotes.

Conclusion

Creating a custom quote template in Oracle CPQ Cloud with pre-populated values enhances the efficiency of your sales process and ensures consistency in your business communications. By following the steps outlined above and utilizing BML for dynamic data insertion, you can design a tailored quote template that meets your specific business needs. Remember to test thoroughly to ensure seamless integration and an optimal user experience.