Author: Mirza Baig
Document templates for quotes can generate professional-grade documents as well as meet complex business requirements. In this article, I’ll provide some handy tips to create high-quality proposal documents in SAP CPQ for a delightful user-experience.
1. Use Cover Page
A cover page provides another opportunity to reconnect with the prospective client. Keep in mind some proposal documents can have lots of information across many pages. So, the cover page allows the readers to build context on what’s to follow.
In SAP CPQ, the cover page sets formatting options of subsequent sections. All other sections followed by the cover page can inherit the header, footer and other formatting from the cover page.
2. Integrate with an E-signature Application
Gone are the days of printing, signing, scanning and emailing the signed proposal as an attachment. With e-signature applications integrated with SAP CPQ, you can save your client some printer toner, trees, time and most importantly the hassle of doing all this.
SAP CPQ supports integration with third party tools such as AdobeSign and DocuSign. This enables companies to send quotes to customers/prospects, so they can e-sign it and send it back to the reps. It shortens the time needed to close a deal faster.
3. Leverage Visibility Permissions
The Visibility Permissions feature in SAP CPQ controls who can access the templates. Based on the status of the quote, certain specific templates can be made available to certain users.
You can also allow/disallow a particular section of a multi-section template. This can be achieved by using the permissions group or custom formula that meets a condition.
4. Place Partner Logos and other parts conditional
You could create a document template for each partner such as a distributor/reseller who requires your quote. As an alternative, you could have conditional images and content based on the partner for whom the quote is created. This would provide them with a branded look and feel on their proposals.
5. Make use of Format Permissions
Sometimes your partners such as distributors and resellers, may want to edit/add some content to your quote. Most common document editing tool is Microsoft Word, so you can setup default out for an output template as *.PDF but give certain companies, brands or users an option to generate proposal in *.Doc or *.Docx format.
It’s not enough to send a quote proposal with a table filled with amounts. Companies need to present relevant information in an expected format easily.
SAP CPQ provides features to make, both sales user journey and customer journey, an amazing experience with dynamic, conditional, relevant, branded and modern looking proposal documents.