You can perform the following tasks in a Smart Cart flow.

  • Filter and search products on the Catalog page.
  • Configure the products from the Catalog page.
  • Add products to that cart. You can also, add multiple products to the cart simultaneously.
  • View the mini cart.
  • Search for products by name on the Cart Page. You can apply advanced filters to narrow the search further.
  • Add more products. When you click Add More Product button and you are redirected to the Catalog page. 
  • Configure the line items on the Cart page.
  • Copy and delete a line item.
  • Apply a mass-update on the line items.
  • Edit all the editable columns.
  • Apply adjustment.
  • Send the quote for collaboration.
  • Execute pre-pricing logic. Click the Pre-Price button on the menu.
  • Submit the cart for pricing by clicking the Submit for Pricing(Async).
  • Execute post-pricing logic. Click the Post-Price button on the menu.
  • Update the secondary line item with conditional charge types.
  • Save the cart.
  • Abandon the cart. By default, the configuration is deleted from the Quote details page. To retain a copy of the configuration your administrator must enable the Keep Abandoned Carts setting. Refer to Config System Properties in "Configuring Custom Settings" in CPQ on Salesforce Administrator Guide.
  • Finalize the cart.
  • Reconfigure the cart.
  • Sync the Proposal line items to the associated opportunity using Synchronize with Opportunity.
  • Generate and send the proposal.
  • Accept the proposal.
  • Clone a quote with Smart Cart. Click the Clone(with Line Items) button on the Quote Detail page. The new cloned quote retains all the information of the parent quote, including:
    • Proposal header details
    • Product Configuration
    • Attributes of line items
  • Create agreements with Smart Cart.