Functional Overview
Managed Package Overview
The Smart CPQ Managed Package is the piece of software to install in Salesforce that allows the integration of the CRM with Smart CPQ.
The Smart CPQ Quote entity provided by default is at the core of the Smart CPQ managed package. It can be associated with Account, Contact, or Opportunity entities that usually intervene in the CPQ process.
The Smart CPQ Quote entity is the main vector of communication with CPQ via an advanced sync mechanism based on a flexible configuration of this process.
Data between the CPQ Quote and SFDC Smart CPQ Quote can be synchronized back and forth. CPQ quote lines are created as Smart CPQ Quote Lines in Salesforce.
Smart CPQ Quotes do not support multiple versions or releases. Instead, if multiple versions of a quote are required on an Opportunity, it is advised to create multiple quote instances, then flag one as Active for reporting (Opportunity Products, for example).
The exact data synchronization process is flexible and can be tailored based on your business requirements. Synchronization can be disabled if not needed.
Example of CRM Smart CPQ Quote
Example of CPQ Quote
SMART CPQ STEPS
The Smart CPQ panel is a component that allows accessing the quote in CPQ, directly at the step of the quoting workflow selected in the widget.
The steps available for action depend on the CPQ quote model used and on the permissions granted to you in CPQ.
The permissions on steps are re-evaluated anytime the component is refreshed or reloaded.
SMART DOCUMENT
Smart Document is a component that allows leveraging the Smart Document module to generate documents from the CRM based on the CPQ Quote content.
The component includes a selector in order for you to choose the template of a document, and an action to generate the document.
The report templates available for action depend on the CPQ quote model used and on the permissions granted to you in CPQ.
The permissions to see the templates of documents in the list are re-evaluated anytime the component is refreshed or reloaded.
You can set up the order in which the document templates are displayed in the drop-down list in the Quote Designer.
CLONE
The Clone action is used when you click on Clone in the Smart CPQ Quote action bar.
It allows creating a new Smart CPQ Quote instance, both on the CRM and CPQ sides. It also duplicates their content and syncs them. No setup has to be done in CPQ for this action to be functional.
You can play on the fields to be cloned when calling this action. Consult the page Smart CPQ Setup for more details.
Once the action is performed, you are automatically redirected to the new CRM clone quote.
UPDATE QUOTE STATUS & CURRENCY
This action is automatically triggered by the Smart CPQ managed package. See that section for more details on the update: Status & Currency Sync.