Document creation as a representative basis for the successful quotation and order process

CREALIS® CPQ’s inte­gra­ted docu­ment assem­bler deli­vers top qua­li­ty, indi­vi­dua­li­zed out­put docu­ments. The sys­tem gene­ra­tes visual­ly appe­al­ing quo­tes as well as tech­ni­cal­ly cor­rect order forms based on the result of the con­fi­gu­ra­ti­on. The quo­te is gene­ra­ted direct­ly in dia­lo­gue with the user. Dyna­mi­cal­ly gene­ra­ted 3D visua­liza­ti­ons and fur­ther infor­ma­ti­on such as pro­duct data sheets or tech­ni­cal dra­wings can be inte­gra­ted direct­ly into the docu­ments during con­fi­gu­ra­ti­on.

Configuration result

  • The con­fi­gu­ra­ti­on result includes quo­ta­ti­on or order BOMs, inclu­ding the cor­rect pri­ces, pro­duct codes, and order codes
  • With appro­pria­te aut­ho­riza­ti­on, indi­vi­du­al posi­ti­ons can be modi­fied, added or remo­ved, regard­less of con­fi­gu­ra­ti­on cons­traints (for exam­p­le, for cus­to­mer mate­ri­al pro­vi­si­on
  • Posi­ti­ons on the results page can be visua­li­zed — e.g. by inclu­ding pro­duct images.
  • Pre­sen­ta­ti­on of the infor­ma­ti­on in the result can be defi­ned in a role-spe­ci­fic man­ner.

Creation of documents

  • The sel­ec­tion of available docu­ments is pro­ces­sed depen­ding on the user role and cle­ar­ly dis­play­ed in a dia­log.
  • For each docu­ment, it can be deter­mi­ned from which of the sub-docu­ments it is com­po­sed and whe­ther a sub-docu­ment can or must flow into the over­all docu­ment..
  • Mul­ti­l­in­gu­al quo­ta­ti­on docu­ments with bills of mate­ri­als, visua­liza­ti­ons and pri­ces are just as pos­si­ble as alter­na­ti­ve and fol­low-up quo­ta­ti­ons
  • Pro­duct data sheets, pri­ce lists, manu­als and spe­ci­fi­ca­ti­ons, cus­to­mer-spe­ci­fic ope­ra­ting ins­truc­tions or gene­ral terms and con­di­ti­ons can all be added to the final docu­ment
  • The docu­ments to be gene­ra­ted are tech­ni­cal­ly based on Micro­soft Word tem­pla­tes and can the­r­e­fo­re be used for any for­mat­ting request

Result and document processing

  • The docu­ments gene­ra­ted can be sent direct­ly by email, stored on the file sys­tem for later use, or trans­fer­red to con­nec­ted third-par­ty sys­tems.
  • When inte­gra­ting CREALIS® CPQ into a Web shop, a CRM or an ERP, all result infor­ma­ti­on is trans­fer­red via stan­dar­di­zed inter­faces and used the­re for quo­ta­ti­on or order pro­ces­sing.
  • Admi­nis­tra­ti­on of the con­fi­gu­ra­ti­ons and their results in CREALIS® own manage­ment sys­tem, in the con­ve­ni­ent CREALIS® CRM or in con­nec­ted third-par­ty sys­tems (CRM, ERP).

Technical features

Pre­sen­ta­ti­on and prin­ting with inter­na­tio­nal Uni­code cha­rac­ter set
Tech­ni­cal inte­gra­ti­on via HTTPS and Web­Ser­vice