Share Quote Proposal Documents with Oracle Commerce Cloud Self-Service Portal Buyers

Oracle CPQ 24D provides additional functionality for proposal documents that are attached to CPQ quotes and published to the Oracle Commerce Cloud (OCC) Self-Service Portal. Beginning in Oracle CPQ 24D, OCC buyers can view and request on-demand proposal documents from the Self-Service Portal.

  • OCC buyers can request a proposal document for products from the Self-Service Portal Cart. When the request is sent, CPQ automatically generates and sends a quote to Self-Service Portal, and the OCC buyer is redirected to the quotes list page.

  • OCC buyers can also submit requests for a new or updated proposal documents for quotes that are in the Acceptance phase, CPQ automatically generates and sends the requested proposal document.

  • To view the proposal document, OCC buyers can select quote to review from the Quotes List page and then click Download Proposal Document to review the attached proposal document.

Beginning in Oracle CPQ 24D, newly created Standard Processes include the Document Designer Proposal Document template for new site installations.

The new generation process for proposal documents increases efficiency for OCC buyers and lowers the cost of sales for CPQ sellers.

Steps to Enable

Refer to Enable Order Stage Workflow for an Existing Standard Process to add Order Workflow Steps.

Refer to Enable Agreement Stage Workflow for an Existing Standard Process to add Agreement Workflow Steps.

Verify Document Views

Make sure following access is present for the attributes for required profiles.

  1. Navigate to Admin > Process Definition.

  2. Select Steps for the applicable Commerce Process, and then click List.

  3. Double-click on the applicable step profile, and verify the access listed in the following table.

This is the default standard process implementation but can be customized and implemented as per business requirements.

Step Profile Attributes-Access Actions-Access
Start

Admin

Sales User

Skip Seller Review - Read/Write

  

In Progress

Waiting For Approval

Approved

Sales User

File Attachment - Read Only

Generate Proposal - Active

Self Service User

File Attachment - Read Only

Generate Proposal - Inactive

Awaiting Customer Acceptance

Customer Accepted

Waiting for Signature

Signed

Draft Order

Ordered

Fulfilled

Sales User

Self Service User

File Attachment - Read Only

Generate Proposal - Active
Canceled

Self Service User

Read Write:

transactionName_t

transaction comments array

Read-only (Transaction):

_s_customerStatus_t

_s_customerVisibilityIdentifier_t

_s_assignedTo_t

createdDate_t

priceExpirationDate_t

bs_id

transactionID_t

_customer_id

contactName_t

contactEmailAddress_t

_s_contactPartyNumber_t

_s_transactionSource_t

_s_transactionComments_t

Bill to Address sets

currency_t

owner_t

contractStartdate

contractEndDate

Read-only (Transaction Line)

sequence_number

_group_sequence_number

_model_name

_part_number 

_part_desc

_part_sales_product_type

Reset All hidden especially price related attributes

Generate Proposal - Inactive

Rejected By Customer

Alternate Version Ordered

Deleted

Agreement Finalized

Order Cancelled

Self Service User

File Attachment - Read Only

Generate Proposal - Inactive

For instructions to add a Proposal Document to a Commerce process, refer to the following Oracle CPQ Administration Online Help > Document Designer tasks:

  • Create a Document Designer Template and Deploy the Template

  • Create a Printer Friendly XSL View and Link it to the Document Designer Template

  • Create a Print or Email Action and Link It to the Printer Friendly XSL View