Redwood Quote UI

Oracle CPQ 24B introduced the Redwood Quotes List page to enhance the user experience and align with other Oracle products. Beginning in Oracle CPQ 25A, customers can also enable the redesigned Redwood Quote UI.

The Redwood Quote UI supports existing functionality and provides additional usability, such as:

  • Improved navigation and user interface for easier access to quote details, global links, user navigation menus, and user notifications for pending tasks

  • Customizable header and sub-header attributes to provide a quick view of key information

  • Comprehensive and consolidated view of all relevant information

  • Simplified and modernized design to enhance user satisfaction and reduce training time

  • Quick access to frequently used actions to streamline the quoting process

  • Easy administrator access to Design mode to define the quote layout

Redwood Quote UI Header

Quote Approval Flow

The new Redwood Quote UI also streamlines the quote approval process. Sales users can use the User Notifications shortcut to quickly access all pending and completed approvals from a single, easy-to-navigate My Approval Search.

Redwood Quotes List - My Approvals Search

When an approver opens a transaction requiring approvals, the Status drawer automatically opens. The user has immediate visibility of the Actions Needed and can quickly approve or reject the transaction.

Redwood Quote UI with Actions Needed

Approval items display clear visual indicators, status updates, and the Approval History displays a complete audit trail of the approval process with reasons for approval or rejection.

Redwood Quote UI - Approval Status Banner

Line Item Grid

The new Redwood Products and Pricing view provides familiar spreadsheet-like interface and functionalities for the Line Item Grid. This interface provides the following user functionality:

  • Advanced robust filtering options to quickly locate specific line items based on various criteria.

  • Line item data is dynamically loaded as users scroll, maintaining fast performance even with large datasets.

Redwood Quote UI - Line Item Grid

When available, users can quickly access charge information by clicking the Charge icon.

Redwood Quote UI - View Charge Information

Product Search

The new Add Products action allows users to search and then add parts, models, BOMs, and Favorites to a quote from a single consolidated page.

Redwood Quote UI - Product Search

eSignature Grid Support

The Redwood Quote UI Quoting provides support for an e-signature grid feature. This feature will enable users to electronically sign documents within the quoting interface, streamlining the quoting process and improving overall efficiency.

Display On Demand Visualizations

The Redwood Quote UI also enables users to add and render visualizations as needed. This feature aligns with the Redwood UI principles, offering an adaptive, user-centric experience that simplifies data interpretation and delivers actionable insights efficiently. With this capability, users can:

  • Add Visualizations: Seamlessly integrate charts, graphs, or dashboards into their workflow by selecting relevant data and visualization types.

  • Render On Demand: Generate and display visualizations only when required, optimizing system performance, and ensuring a clutter-free interface.

  • Enhance Contextual Insights: Provide users with the ability to focus on data relevant to their tasks, improving clarity and decision-making.

The Redwood Quote UI delivers a simplified and discoverable quoting experience for sales users with predefined and configurable milestone guidance and tracking. It provides in-context guided selling, product selection, and faster access to critical information through improved search and filtering capabilities.

Steps to Enable

The Redwood Quote UI is automatically enabled for new standard processes. When the Redwood Quote UI is enabled, the new layout is generated .

Enable a Redwood Quote UI

Complete the following steps to enable the Redwood Quote UI for an existing Commerce Process.

  1. Navigate to the Admin page.

  2. Click Process Definition in the Commerce and Documents section.

  3. Click on the Name link for the applicable Commerce process.

  4. Select the Redwood Layout UI.

Enable Redwood Quote UI

  1. Use the Order Priority fields to define the priority of each layout. Sales users with access to multiple layouts can view the layouts based on the defined priority.

  2. Click Apply or Update.

 Notes:

  • After enabling the Redwood layout, an Access Rights link displays next to the Redwood option.

  • The Access Rights link is only available for enabled layouts and is not available for default layouts.

  1. If applicable, click the Access Rights link to open the Process Administration Access Editor.

  1. Use the access shuttles to specify which user types and groups have access to the layout.

  • To add access, select and move the user type or group into the applicable Show list.

  • To remove access, select and move the user type or group into the applicable Hide list.

Access Editor

  1. Click Apply or Update to save changes to the access permissions.

  1. Deploy the Commerce process.

Tips And Considerations

For new customer sites, Oracle CPQ 25A establishes the following default Commerce Process settings for the Quotes List Layout and transaction/quote Layout UI:

  • Quotes List Layout: Redwood is the only available option

  • Transaction/Quote Layout UI:

    • For the Standard process, the Redwood transaction/quote Layout UI option is enabled with order priority 1  (JET and Legacy options are available but not enabled)

    • For the Blank process, all transaction/quote Layout UI options are available in following order: Redwood, JET, Legacy

For existing customers, Oracle CPQ 25A introduces the following Commerce Process updates for the Quotes List Layout and transaction/quote Layout UI:

  • The "Redwood" Quotes List Layout option is available for existing Commerce processes. The Redwood option is not automatically enabled. Refer to CPQ Administrator Online Help > Commerce > Transaction Lists > Redwood Quotes List - Enable Redwood List UI.

  • For new Standard processes the Redwood option is enabled with order priority 1 (JET and Legacy options are available but not enabled)

  • For new Blank processes, all layout options are available in following order: Redwood, JET, Legacy

  • Cloned Commerce processes will retain the Quotes List Layout and transaction/quote Layout UI options selected in the original process.