The settings section allows you to define some global preferences in the quote model.

QUOTE LINE INSERTION

Define how lines are added in the quote - the quote level settings allow to define default values and a default behavior unless this behavior is specified for each action specifically (See User Interface - Actions)

QUOTE LAYOUT

• Number of steps visible in the process bar - define how many steps can be displayed in the process bar (if there is available space. If not, an arrow will allow the user to go to the next step).
• Show header - when set to true, displays the PROS header on the quote, restricted use for embedded UI. When the header is not displayed the close and synchronize action, the settings and the info menu will be moved to the grey header.
• Show footer - when set to true, displays the quote footer, restricted use for embedded UI.
• Navigation Mode: define the way quote steps and pages are rendered in the Process Bar:
  • Select Steps to represent the quoting workflow with bullets.
  • Select Tabs to represent the quoting workflow with tabs.

The layout library allows you to create a library of elements that can be added to the layout structure. The library is shown in a tree structure.

Elements created from the library will be used in pages. There are 3 types of elements you can define in the library:

• Sub-headers - corresponds to the header bar of Performance Quoting. You can define tabs to display header/total fields.
• Left Part - corresponds to the left pane displayed next to a grid. From this left pane, you can display information related to lines
• Line Panel - corresponds to the panel displayed under a line. As for the left pane, from this panel you can display information related to lines

Refer to End-User Interface to see examples of the different elements of the Performance Quoting user interface.

SUB-HEADER

The sub header is defined with the following hierarchy. You can define several sub-headers and display them on different pages.

At runtime, tabs are displayed in the header bar and you can define sections in a tab. In that case, the sections are displayed in a panel.

In addition, on the sub-header definition, you can select the Close and Synchronize action defined in your model. This action will be displayed at the top right of the application.

On a tab, you will define which field will be displayed by selecting a View and a Component.

In a tab, you can define one/several section(s). For each section, you will define the title of the section and then the View/Component you want to display.

LEFT PART

The left part is defined with the following hierarchy. You can define several left part and display them on different pages.

The left part can be defined with different elements:

• Line details - this element displays line information in the left pane (several line details can be defined for a given left part)
• Long treatment report - this element displays report logs after an action taking more time to execute (after an import, for example)
• Error Browser - this element allows browsing the various technical errors and validation messages related to the current quote or to a given quote line
• Activity Tracking - this element lists the interactions from all end users on a given quote in a chronological order

Refer to End-User Interface to see examples of the different elements of the Performance Quoting user interface.

Line Details

From the left bar, you can display additional line related information in a Line Details widget.

A line details widget is defined with a description (displayed on top of the left pane) and an icon (displayed in the left bar).

A line details widget contains one/several section(s). Each section is defined with a description (displayed at the top of the section) and a a View/Component (listing the columns you want to display in the left pane).

IS NOT GRID flag

If a component is used only in a left pane (meaning this component is never used in a grid or for an export), we recommend unchecking the option Used in a grid widget / Export action on this component. This option is available on the component definition:

Indeed, without that flag, the component is not taken into account for the limit of the number of components defined in a quote model.

Additional Information

A customizable tooltip can be associated with a given column or field to give additional information. In that case, the tooltip is displayed when hovering on the label of the column or field in the left part:

The Long Treatment Report widget is meant to display logs produced during the execution of a long process.

To add a Long Treatment widget in the Left Part, respect the following hierarchy and click on Insert

Widget on a given Left Part widget:

Give the widget a Name and Description, and select Long Treatment Report as the type of widget:

Select the icon representing your widget in the Left Part:

Error Browser

The Error Browser is where you can consult both the technical and validation errors detected on the quote.

To add an Error Browser widget in the Left Part, respect the following hierarchy and click on Insert Widget on a given Left Part widget:

Give the widget a Name and Description, and select Error Browser as the type of widget:

Select the types of messages to be made available in the quote interface:

Activity Tracking

The Activity Tracking widget is where you can consult the activity from all users working on the current quote.

To add an Activity Tracking widget in the Left Part, respect the following hierarchy and click on Insert Widget on a given Left Part widget:

Give the widget a Name and Description, and select Activity Tracking as the type of widget:

LINE PANEL

The line panel is defined with the following hierarchy. You can define several line panel part and display them in different grids.

This would reflect in the UI as follow:

A line panel can contain one/several line details and one period details. The line details is defined with a description displayed in the panel as a tab. Then, the line details contains columns which contain sections.

The section is defined with a description and a View/Component defining which data are displayed.

The period details are defined with a description displayed in the panel as a tab.

IS NOT GRID flag

If a component is used only in a left pane (meaning this component is never used in a grid or for an export), we recommend to uncheck the option "Used in a grid widget / Export action" on this component. This option is available on the component definition:

Indeed, without that flag, the component is not taken into account for the limit of the number of components defined in a quote model.

The layout structure menu allows you to create the quoting process and quote interface which includes the steps and pages with different views.

For more information on these elements, see End-User Interface in Connect.

STEPS

The steps define the quoting process. To create a step, select the Layout Structure line by clicking on it and click the + icon.

Give the step a name and description. You can also select the session states you want to grant the Read Permission. Once you have defined the steps of the quoting process, you can define the pages for each step.

PAGES

Pages are different views within each step and can be configured differently depending on what you want to display.

To create a page, select the Step that you want to create the page for by clicking on the line, then click the + icon. Give the page a name and description. You can also select the session states you want to grant the Read Permission. You can create as many pages for each step as you want.

To configure each page, select the page by clicking on the line.

On the right you define a sub-header and left part. These are elements that you previously created in the Library.

For each page, you must define what you want to display. Do this by clicking on the + icon. The Add widget popup opens.

Give the widget a name, description, and type. There are several types of widgets possible depending on what you want to display.

The List widget is a container allowing you to add several widgets on a page. You can also add List widgets in a List widget.

In the example above, the following structure is generated:

Leveraging the List widget will allow you to build the page layout as you want.

TYPES OF WIDGETS

Each type of widget is configured differently. For some, you must select them by clicking on the line, then configure them on the right. For others, you must click on the + icon and create another level, which is used to further define what is displayed on the page. Some types of widget are eligible for the "Minimized by default" option. If the option is checked, the corresponding widget will be minimized when entering the quote.

List

This widget is used to create several places for widgets on one page. If you are not using this widget, then only one widget will be allowed per page. If you need more than one per page, then add a List widget to segment the page horizontally or vertically and create distinct placeholders for widgets.

Once you have created and configured a List, you can add the list of widgets directly under the List.

Popup Panel

This widget is used to determine how PROS Smart CPQ Catalog and Configuration process will be displayed when opened in a popup mode.

Grid

This widget is used to display a grid with line items data and associated actions.

Actions

The action section defines how actions related to the grid are displayed or not.

Actions on the Grid Widget

When actions are associated to the grid widget, they are automatically displayed on the action bar and available on right click:

However, depending on the actions, they are not displayed in the same place (see Action Menus Structure)

Then, in the quote model, the administrator is able to define some actions they want to display directly in the action bar. As soon as there are more than 2 actions, they are displayed under a menu (Actions in the example above).

Actions Pinned to the Action Bar

In order to be able to display an action in the action bar, you need to also define this action on the grid widget.

Grid Custom Data

The administrator is able to define some properties on the grid widget.

Grid custom data defined on the component: A grid widget is associated to a component. This component can be reused in other grid widgets. However, all the properties defined in the Grid Custom Data section are defined on the component. That means if some of these properties are updated on a grid widget, this update will be also performed on all widgets referencing the same component.

If User Preferences for columns arrangement are activated, then the Columns setup described above is the default configuration, but can be overridden locally by each individual user accessing a given quote grid (view / component).

Columns Preset

The administrator is able to define some column presets. A column preset is a predefined group of columns available for the user at runtime (see Spreadsheet Grid).

A grid widget is associated to a component. This component can be reused in other grid widgets. However, all the properties defined in the Columns Preset section are defined on the component. That means if some of these properties are updated on a grid widget, this update will be also performed on all widgets referencing the same component.

The column preset is defined with a description (displayed at runtime and updatable by the administrator under the Translations section) and a column setup (same properties as Grid custom data).

Catalog

This widget is used to display a PROS Smart CPQ Catalog UI.

Page redirection

There is a possibility to configure a page redirection behavior in the case of adding an item from the Catalog to the Quote.

The default behavior when adding an item from the catalog to the Quote is to stay within the Catalog page.

So, if the user wants to redirect to a specific page after an "Add to cart" action, what needs to be done is to add a parameter goTo with the page ID in the "add to cart" action definition like this:

In this example, page143 is the widget ID of the target page. The prefix quotex must be added when using Performance Quoting. For the same behavior in the previous generation of Smart CPQ Quote, the prefix to use instead is cart.

Fields

This Widget is used to display a list of fields.

Fields can be displayed as follows when the Field widget is set-up.

Nevertheless, sections can be defined in a Field Widget. In that case, the View and Component properties on the Field Widget are not mandatory anymore as these properties will be set on the section. The structure will be as follows:

A section is defined with the following properties:

At runtime, the sections will be displayed as following

Grid Comparison

This widget is used to compare line items.

Technical Info

This widget is used to display some technical information. It will automatically be configured and show session variables and session states values. The display of this widget should be reserved for administrators.

External Widget

This widget is used to display an external UI embedded inside Smart CPQ UI.

Waterfall

This widget is used to display a Waterfall Chart. Check the dedicated Waterfall chart documentation for more information on its behavior.

Waterfall Quote

This widget is used inside a Waterfall widget to display a Waterfall chart based on quote information. Only one widget of this kind is allowed inside a Waterfall widget.

Add as many waterfall items as needed, they will be displayed in the Waterfall chart, with the following settings:

Add as many waterfall subtotals as needed, they will be displayed in the Waterfall chart, with the following settings:

Waterfall Line

This widget is used inside a Waterfall widget to display a Waterfall chart based on line item information. Only one widget of this kind is allowed inside a Waterfall widget.

Add as many waterfall items as needed, they will be displayed in the Waterfall chart, with the following settings:

Add as many waterfall subtotals as needed, they will be displayed in the Waterfall chart, with the following settings:

Pie

This widget is used to display a Pie Chart. Check the dedicated Pie chart documentation for more information on its behavior.

Pie Quote

This widget is used inside a Pie widget to display a Pie chart based on quote information. Only one widget of this kind is allowed inside a Pie widget.

Pie Line

This widget is used inside a Pie widget to display a Pie chart based on line item information. Only one widget of this kind is allowed inside a Pie widget.

Gauge

This widget is used to display a Gauge Chart. Check the dedicated Gauge chart documentation for more information on its behavior.

Gauge Quote

This widget is used inside a Gauge widget to display a Gauge chart based on quote information. Only one widget of this kind is allowed inside a Gauge widget.

Add as many custom data sectors as needed, they will be displayed in the Gauge chart, with the following settings:

Gauge Line

This widget is used inside a Gauge widget to display a Gauge chart based on line item information. Only one widget of this kind is allowed inside a Gauge widget.

Add as many custom data sectors as needed, they will be displayed in the Gauge chart, with the following settings:

Rebates

This widget is used to display applicable rebates for the current quote's recipient. More information regarding Rebates and its functionalities can be found here.

Actions are created so that they can be added to widgets on pages in the layout structure or they can be used to define customizable keyboard shortcuts. Actions are usable in Performance Quoting on grid components and shown in either menus or dedicated buttons.

See Action Menus Structure to understand how actions are generated in the UI.

Some actions are defined as system actions. These actions are automatically available in the model and can't be modified (except Descriptions in the Translations section).

Then, additional actions can be added in the model. Actions are grouped by category.

You can add an action directly from the Actions line (in that case all available actions will be displayed and the new action will be added in the right category) or from a category (in that case, only actions available for this category can be added):

1. In the User Interface menu, click on Actions. The line is selected and colored yellow.
2. Click on the plus symbol.
3. Give the action a name and select the type of action. You can also define permissions:
   
   

DOC GEN FOLDER

GENERATE DOC REPORT

This action is used to define the settings for a document generation. Actions of this kind are not meant to be attached to specific elements of the UI. The purpose of this action is only to define settings for some document generations that will be then used from an outside system (example from a CRM).

This action includes the following settings:

GENERATE JASPER REPORT

This action is used to define the settings for a Jasper report generation. Actions of this kind are not meant to be attached to specific elements of the UI. The purpose of this action is only to define settings for some Jasper reports generations that will be then used from an outside system (example from a CRM).

This action includes the following settings:

GENERATE EXCEL REPORT

This action is used to define the settings for an excel generation.

Actions of this kind are not meant to be attached to specific elements of the UI.

The purpose of this action is only to define settings for some excel generations that will be then used from an outside system (example from a CRM).

This action includes the following settings :

Default Actions and Order in the CRM Widget

When Doc, Jasper, or Excel actions are added, they are by default organized alphabetically. To define their order and the default action for the CRM widget, it must be configured in the Quote Designer.

Configuration is done as follows:

1. In the User Interface menu, navigate to the DocGen folder in the left bar
   
   
2. Click on the Set DocGen Actions Order icon to open the dialog below
   
   
3. Once there, you can reorder the list in the pop-up.

This set order of templates is then shown within the CRM Generate Report Widget.

EXPORT FILE

This action is used to export some content from the quote, in XSLX format. Actions of this kind can be attached to grid widgets in the UI, and used to trigger an excel export.

This action includes the following settings:

IMPORT FILE

This action is used to import some content in the quote, in XSLX format. Actions of this kind can be attached to grid widgets in the UI, and used to display a modal that will enables to upload an XLXS file to be imported.

This action includes the following settings:

PRICE GOAL SEEK

This action is used to perform a Price Goal Seek in the user interface. Actions of this kind can be attached to grid widgets in the UI, and used to display a modal that will ask the user for needed values in order to perform a Price Goal Seek.

This action includes the following settings:

PRICE GUIDANCE GOAL SEEK

This action is used to perform a Price Guidance Goal Seek in the user interface. Actions of this kind can be attached to grid widgets in the UI, and used to display a modal that will ask the user for needed values in order to perform a Price Goal Seek.

This action includes the following settings:

OPEN CATALOG

This action is used when opening a CPQ Catalog in the user interface. Actions of this kind can be attached to catalog widgets in the UI, in order to specify the data source to be used by this widget.

This action includes the following settings:

OPEN WIDGET

This action is used to access to a product page from a product search result list. Actions of this kind can be attached to Search & Add widgets in the UI, in order to specify the catalog widget to be used when looking for the product page.

This action includes the following settings:

OPEN CONFIGURATION

This action is used when reopening a CPQ Configuration Process in the user interface. Actions of this kind can be attached to grid widgets in the UI, in order to define the catalog widget in which Configured products can be reopened.

This action includes the following settings:

Redirection Behavior: Note that the current version of Performance quoting does not support automated redirection when opening a configured product line. As such, it is recommended to configure the "open configuration" action to surface the configurable product UI in the current page.

"Target Id" should point to a widget that is embedded and available in the same page as the one from which the "open configuration" action is accessible.

SEARCH AND ADD

This action is used to search products in a Catalog from the quote grid header. Actions of this kind can be attached to Search & Add widgets in the UI, in order to define the source for the search and the behavior when adding a product to the quote.

This action includes the following settings:

INLINE QUICK ADD

This action is used to search products in a Catalog from the quote grid content. Actions of this kind can be attached to Grid widgets in the UI, in order to define the source for the search, the way to display the result and the behavior when adding a product to the quote.

This action includes the following settings:

ADD FOLDER

This action is used to add FOLDER type lines in the quote. Actions of this kind can be attached to Grid widgets in the UI, in order to enable the end-user to add new kind of lines in the quote.

This action includes the following settings:

ADD SPECIFIC

This action is used to add SPECIFIC type of lines in the quote. Actions of this kind can be attached to Grid widgets in the UI, in order to enable the end-user to add new SPECIFIC lines in the quote.

This action includes the following settings:

ADD BUNDLE

This action is used to add BUNDLE type of lines in the quote. Actions of this kind can be attached to Grid widgets in the UI, in order to enable the end-user to add new BUNDLE lines in the quote.

This action includes the following settings:

ADD TO WIDGET

This action is used to add lines to other widgets such as charts. Actions of this kind can be attached to Grid widgets in the UI, in order to select lines and send them to other widgets.

This action includes the following settings:

OPEN EXTERNAL WIDGET

This action is used to setup external widgets behavior when the page is loaded (open). Actions of this kind can be attached to External widgets in the UI.

This action includes the following settings:

ON SELECT EXTERNAL WIDGET

This action is used to setup external widgets behavior when a line is selected (on select). Actions of this kind can be attached to External widgets in the UI.

This action includes the following settings:

OPEN & REFRESH CURRENCY RATES

This action is used to define the refresh policy for currency rates used in Performance Quoting. Actions of this kind can be attached to Grid widgets in the UI.

This action includes the following settings:

REFRESH EXTERNAL WIDGET

This action is used to setup external widgets behavior. Actions of this kind can be attached to External widgets in the UI.

This action includes the following settings:

CLOSE AND SYNCHRONIZE

This action is used to define what is synced with the CRM when leaving CPQ. Actions of this kind can be attached to Headers in the UI.

This action includes the following settings:

MS Dynamics Solution for Performance Quoting

When Smart CPQ is integrated with MS Dynamics, the sync is triggered by a Close Cart & Sync action in the CRM Quote entity action bar:

This action is part of the PROS managed solution and does not need to be associated with any action as part of the CPQ Quote model. Therefore, no synchronization action has to be defined in the Quote Designer in the context of the integration with MS Dynamics CRM. See the Managed Solution Overview for more information.

REFRESH

This action is used to trigger a refresh of some lines for some data sources. Actions of this kind can be attached to Grid widgets in the UI.

This action includes the following settings:

Details on the Keep User Inputs setting when the list of Data Sources is defined on the refresh actions (column refresh).

The following columns are defined in the model:

• ColumnA - defined as output of a data source and user input
• ColumnB - defined with a formula (ColumnB*2) and user input

A Refresh action is defined with the setting Keep User Inputs to false. This action performs a refresh of the data source computing the ColumnA.

Step 1 - The line is added and the following data are displayed (4 is retrieved from the data source):

Step 2 - The user updates the ColumnA and enters 5. ColumnB is computed again.

Step 3 - The user updates the ColumnB and enters 11.

Now, the user clicks on the Refresh button in order to refresh the data source computing the ColumnA.

Use Case 1: The data source returns the same value as the previous (4). After the refresh, the following data are displayed:

User inputs are not cleared and the same values were returned by the data source. Use Case 2: The data source returns 5.

After the refresh, the following data are displayed:

As the value returned by the data source has changed, the value set by the user is cleared and the ColumnA contains 6.

As the value computed by ColumnB has changed, the value set by the user is cleared and the ColumnB contains 12.

Line Refresh

On line refresh (when there is no data source defined), if the setting Keep User Input is FALSE, user inputs will be cleared for all use cases described above (except user inputs that don't have any computation (formula or output of a data source)).

PREDEFINED MASS ACTION

This action is to define partially or fully mass edits that can be used by the user. Actions of this kind can be attached to Grid widgets in the UI.

This action includes the following settings:

Business Columns

When a Business column is selected, all the properties are mandatory. You can't define a partial predefined mass update with a Business column.

DUPLICATE ROWS

This action is used to duplicate lines in a grid. Actions of this kind can be attached to Grid widgets in the UI, in order to define the behavior when duplicating rows.

This action includes the following settings:

PASTE ROWS

This action is used to paste lines in a grid. Actions of this kind can be attached to Grid widgets in the UI, in order to define the behavior when pasting rows.

This action includes the following settings:

CUSTOM PROCESS

This action is used to leverage Custom processes (defined in the Data Model section). This action can be attached to a grid widget in order to trigger a call to an external system. Row ids of the selected lines will be sent to the external system.

MULTIPLE LINE ITEM ADD PRODUCT

This action is used to generate PRODUCT type lines based on combinations selected by the user. This action includes the following settings:

Dynamic Filter

If a dynamic filter is associated to some columns that are selected in the Column Setup, this filter is applied during the process. In that case, if there are some incompatibilities between values, lines are not created.

For example, the following dynamic filter is associated with the line template selected on the action:

At runtime, the user selects Toulouse and Saint-Thibéry as SoldTo and Toulouse, Saint-Thibéry and Cugnaux as ShipTo.

Only compatible lines will be generated

The line below won't be added as the dynamic filter defines that Toulouse and Cugnaux are not compatible

Personalize User Experience: From the Translations page, the administrator can define the title they want for the popup and and subtitle (through the parameter explanation).

MULTIPLE LINE ITEM ADD SPECIFIC

This action is used to generate SPECIFIC type lines based on combinations selected by the user. This action includes the following settings:

Dynamic Filter: See Multiple Line Item Add Product above.

Personalize User Experience: From the Translations page, the administrator can define the title they want for the popup and and subtitle (through the parameter explanation).

ADD PERIOD

This action is used to generate a new period in the quote. This action includes the following settings:

MASS ADD PERIOD

This action is used to generate massively periods in the quote. This action includes the following settings:

This action is used to massively update the end of a line with periods in the quote. This action includes the following settings :

This action is used to apply the filter driving quote line aggregations via Aggregation Lines.

This action allows you to filter the quote grid to display only the standard lines that belong to a given aggregation group.

This action includes the following settings :

Actions available from Performance Quoting User interface can be triggered from buttons, header menus or contextual menus depending on their types.

The following table gives an overview of how actions and menu entries are categorized and positioned in the User interface. Some actions or sections may or may not be visible depending on the quote model configuration and/or the user permissions and/or the context of the selection in the UI.

Customizable keyboard shortcuts are used to associate actions with keyboard shortcuts. These customizable shortcuts come in addition to regular keyboard shortcuts. Nine shortcuts can be customized, and they can be used in runtime by using the key combination "CTRL+1", "CTRL+2", up to "CTRL+9" (CMD instead of CTRL for MAC users). In the Designer, each shortcut can be assigned to the desired action by selecting it in the related dropdown.

Keyboard Shortcut List: All available keyboard shortcuts can be found by the end-user in the help menu at the top right of the quote runtime UI.

Insertion Before/After/Inside:

When multiple actions are generated by the user interface to let the end-user pick the way a line is inserted in the grid, the shortcut attached to the action is bound to the first button available for that particular action (First button on the left).

Themes are used to define specific adjustments to the general user interface aspect. Themes allow you to change the logo, colors, and fonts of the Performance Quoting interface. Several themes can be defined and used when opening a quote, depending on the channel or integrating system by example.

CREATE A THEME

To create a theme, select the item on the left by clicking on it, then click the + icon.

Give the element a name.

Once created, the theme is opened and you have access to all settings that can be modified. The theme will apply globally for all Locales.

For each theme, the following settings can be defined:

Logo

• A URL to an image - changes the PROS Smart CPQ logo to the new one

  Title

• Changes the PROS Smart CPQ title to the text defined here

  Primary Color

• Changes the main color of the user interface to the selected color

  Folder Color

• Changes the folder lines background color of the user interface to the selected color

  Fonts

• Several fonts can be changed in order to modify the font used in the user interface
• There are 6 different types of fonts that are used - Regular, Bold, Extra Bold, Light, Semi Bold and Italic.
• Each of them requires 3 parameters to be modified:
  • A Base URL (for example, this is only an example, add your own URL: https

    ://fonts.gstatic.com/s/orbitron/v19/)

  • Name of the font (case sensitive - yMJMMIlzdpvBhQQL_SC3X9yhF25-T1nyGy6BoWgz)
  • Format of the font (case sensitive - woff2)
  • The following font will then be used at runtime : https://fonts.gstatic.com/s/orbitron/v19/yMJMMIlzdpvBhQQL_SC3X9yhF25-T1nyGy6BoWgz.woff2
    
    

LOCALIZED THEME

You can also define individual settings for a specific Locale by using the + icon on the Theme line.

Settings that can be defined on the Localized level are the same than those for the root Theme level. Any setting specified on the Localized level for the current Locale will be used in runtime, then missing settings will be retrieved from the root level. Ultimately, if a setting is not defined in the customized theme, then the standard default value is used.