Multiple Quoting Layouts

Oracle CPQ 26B introduces support for multiple quoting layouts, allowing administrators to create, customize, and assign layouts tailored to various business requirements. Administrators can use layout rules determine when each layout is shown. Layout rule conditions can include user groups, workflow steps, regions, etc. Unlike most Redwood Quote Designer settings, the applicable commerce process must be deployed before quote layout settings are available to sales users on the Redwood Quote UI. This allows administrators to preview and test layouts before making them available, ensuring consistency and accuracy.

This feature provides the following business benefits:

• Enables a personalized quoting experience for different roles and workflows.
• Boosts user productivity by matching layouts to user needs.
• Ensures consistent, accurate presentation of quotes across devices and browsers.
• Reduces errors and rework through thorough pre-deployment validation.
• Gives administrators more control and flexibility without the need for custom coding.

Steps to enable and configure

Refer to the Oracle CPQ Administration Online Help once this feature is generally available in Oracle CPQ Update 26B.