OPEN SEVERAL SMART CPQ UI SESSIONS IN THE SAME WEB BROWSER

Several Smart CPQ UI sessions can't be opened on the same web browser (Cart, Catalog, or Configurator). With Performance Quoting, this limitation is not valid anymore except if a catalog or a configurator UI session is opened.

This limitation is valid for web browser multi-tabs:

This is also for multi-tabs in CRMs like Salesforce:

MINIMAL SCREEN RESOLUTION

For an optimized rendering of the SellingPRO Designer, we recommend a minimal screen resolution of 1280x720.

SYSTEM REQUIREMENTS

In order to obtain an optimized sizing recommendation corresponding to a concurrent user environment, and respecting specific performance requirements, an audit will have to be conducted by PROS Customer Services.

Smart CPQ Managed Package (SFDC) and Solution (MS Dynamics) are able to provide a different UI based on user device. Please see the corresponding product documentation for more details.

There are currently three types of devices:

• Desktop
• Tablets
• Phones

Some differences exist in the way Smart CPQ supports devices depending on the modules and processes that are implemented. See below:

WEB BROWSER SUPPORT COVERAGE

CPQ supports the latest main browsers and corresponding versions. Browsers are updated frequently; in some rare cases browser-related issues can appear. In these cases, it may be necessary to upgrade the browser version or to change to another browser brand.

Moreover, in the specific case of Configurator and Catalog, the user interface appearance can differ between different browser brands and/or versions. This is due to differences in browser technology (and compatibility with web standards) and not due to issues in CPQ components.

In the event that specific (typically older) browser versions need to be supported, you can contact PROS customer support to get a quotation.

WEB BROWSER COMPATIBILITY ON DESKTOP

WEB BROWSER COMPATIBILITY ON SUPPORTED MOBILE DEVICES

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All technical requirements and prerequisites from the "Web Browser Compatibility on Supported Mobile Devices" section apply.

SALESFORCE MOBILE APP

Depending on the mobile OS you use to run the Salesforce mobile app, you may have to allow cross-site tracking for the integration with Smart CPQ to work. Enable Cross-Website Tracking (iOS)

With iOS 14, Apple placed additional tracking restrictions on third-party applications. These tracking restrictions can prevent Smart CPQ from appearing in the app.

These configurations can be affected.

To unblock third-party content for the Salesforce mobile app on iOS:

• Go to Settings and search for your Salesforce mobile app.

• Turn on Allow Cross-Website Tracking.

DYNAMICS 365 MOBILE APPS

PROS currently does not support the Dynamics 365 Sales App or Power Apps Mobile App on any device. PROS is awaiting a feature from Microsoft to enable single sign on such that Smart CPQ can

communicate with MSCRM the CRM through a service account. PROS goal is to support this, but any PROS timeline would be dependent on the Microsoft timeline which is still undefined.

ADDING CPQ TO TRUSTED SITES

Smart CPQ requires cookies to be accessible. Those cookies are not meant for tracking or analytics purposes but are necessary for the normal use of Smart CPQ.When CPQ is called from an external application (e.g. Salesforce, MS Dynamics), those cookies are then seen as "third party cookies" and the web browser may try to block them, thus preventing the access to the distant CPQ server. CPQ should then be added to the trusted sites and third party cookies allowed.

Mozilla Firefox

1. Open Firefox.
2. Click on the three horizontal lines (Menu) in the upper-right corner of the browser window.
3. Select Settings (or Options on some systems).
4. In the left-hand menu, click on Privacy & Security.
5. Under Cookies and Site Data, click on Manage Exceptions.
6. Type the following URL: https://*.proscloud.com
7. Click on Allow.
8. Click Save Changes to close the exceptions window.

Google Chrome (PC Instructions)

1. Open Google Chrome.
2. Click on the three dots (Menu) in the upper-right corner of the browser window.
3. Select Settings from the drop-down menu.
4. In the left-hand menu, click on Privacy and Security.
5. Click on Cookies and other site data.
6. Scroll down to Sites which can always use cookies and click Add.
7. Type the following URL: https://*.proscloud.com
8. Click Add.

Google Chrome (Mac Instructions)

1. Open Google Chrome.
2. Click on Chrome in the menu bar at the top of the screen and select Preferences.
3. In the left-hand menu, click on Privacy and Security.
4. Click on Cookies and other site data.
5. Scroll down to Sites which can always use cookies and click Add.
6. Type the following URL: https://*.proscloud.com
7. Click Add.

Safari (Mac users)

1. Open Safari.
2. Go to the website you want to trust with a URL like https://*.proscloud.com
3. Click on Safari in the menu bar at the top of the screen and select Preferences.
4. Click on the Websites tab in the Preferences window.
5. In the left sidebar, select the type of permission you want to manage.
6. Find the website in the list that appears in the main part of the window. If the site is not listed yet, you may need to visit it first.
7. For each permission, use the drop-down menu next to the website's URL to set the desired permission (e.g., Allow, Deny, Ask).

ALLOWING THIRD-PARTY COOKIES

The steps below describe how to enable third-party cookies for support browsers.

Microsoft Edge Chromium

1. Open Microsoft Edge.
2. Click on the three dots (Menu) in the upper-right corner of the browser window.
3. Select Settings from the drop-down menu.
4. In the left-hand menu, click on Cookies and Site Permissions.
5. Under Cookies and Data Stored, click on Manage and delete cookies and site data.
6. Toggle off the Block third-party cookies switch.
7. Restart Edge to ensure the changes take effect.

Mozilla Firefox

1. Open Firefox.
2. Click on the three horizontal lines (Menu) in the upper-right corner of the browser window.
3. Select Settings from the drop-down menu. (It may also be labeled as Options on some systems.)
4. In the left-hand menu, click on Privacy & Security.
5. Under the Enhanced Tracking Protection section, select Custom.
6. Check the box for Cookies.
7. In the drop-down menu next to Cookies, select All Third Party Cookies.
8. Restart Firefox to ensure the changes take effect.

Google Chrome

1. Open Google Chrome.
2. Click on the three dots (Menu) in the upper-right corner of the browser window.
3. Select Settings from the drop-down menu.
4. In the left-hand menu, click on Privacy and Security.
5. Click on Cookies and other site data.
6. Under General settings, select Allow all cookies. This will enable both first-party and third-party cookies.
7. Restart Chrome to ensure the changes take effect.

Safari (Mac users)

1. Open Safari.
2. Click on Safari in the menu bar at the top of the screen.
3. Select Preferences from the drop-down menu.
4. Click on the Privacy tab.
5. Uncheck the box next to Block all cookies.
6. Uncheck the box next to Prevent cross-site tracking.
7. Close the Preferences window.
8. Restart Safari to ensure the changes take effect.

Safari (iPad users)

1. Open the Settings app on your iPad.
2. Scroll down and tap on Safari.
3. In the Safari settings, scroll down to the Privacy & Security section.
4. Disable the following selections :
   1. Block Pop-ups
   2. Prevent Cross-Site Tracking
   3. Block All Cookies
   4. Ask Websites Not to Track Me

Please refer to the Smart CPQ release notes for more details on the supported browsers.