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Welcome to the user guide for OneCPQ. This User Guide is meant to teach people in your organisation who are involved in the quoting process how to use the OneCPQ application. The goal of the guide is to cover basic setup and the most common ways to use the sof...

Installation & Settings

Basic Setup

After successful installation of OneCPQ, a few simple steps must be completed before you can begin to use OneCPQ. The following pages describe the steps to be performed by system administrator or a user who has system admin profile.

What's New

Welcome

Welcome to the OneCPQ Admin Guide. This Admin Guide is designed to provide users involved with CPQ and Products administrator in your organization. Refer to Salesforce Reference Guides for details about standard Salesforce functionality – Page Layout, Lightnin...

Product Setup

This chapter consists of sections that will guide the administrator in setting up products, product bundle and pricing of products in OneCPQ

What is OneDoc?

OneDoc Videos

Use-cases

OneDoc Videos

Watch our how-to videos based on commonly use-case scenarios for OneDoc to create, generate and send document. Leverage OneDoc and its unique features on a day-to-day for simple and quick document generation solution. Contact us at sales@biztbaa.com / support@...

Installation and Configuration

This user guide will walk you through the installation and configuration stages for the BizTBaa OneCPQ app. The instructions will guide you through the various stages step by step. Screen pictures for each phase will help you navigate the procedure. The proced...

Cart Setup

OneCPQ Quick Setup Guide Welcome

In this chapter you will learn how to setup cart for your business.

About BizTBaa OneCPQ

BizTBaa OneCPQ is built on 100% Native Salesforce platform. It is an intuitive, seamless product configurator for all users and administrators enabling configuration of products with unlimited rules and constraints. Professional quote can be created using nati...

Overview

This configuration guide is designed to guide you through the necessary installation and configuration steps for BizTBaa OneCPQ app in your org. The instructions provided will help you sail through the various stages step-by-step. Screen shots for every step w...

Before You Begin

BizTBaa OneCPQ is a 100% Native Salesforce app designed for use with Salesforce CRM Developer Edition (DE), Enterprise Edition (EE) and Unlimited (Performance) Edition (UE) or their sandboxes. Installation into any other edition, including Team, Group and Cont...

Prerequisites

Before you begin any implementation of BizTBaa OneCPQ, you will most likely need the following: Quote BizTBaa OneCPQ uses the Standard Salesforce Quote Object for all quotes. If this standard Salesforce Quote Object is not already enabled, you need to enable...

1. App Launcher

App Tabs Relevant tabs are grouped together under two apps, one for the administrator and another for CPQ users as shown below. An app is a group of tabs that work as a unit to provide functionality. In Salesforce Classic, users can switch between apps ...

Custom Metadata Type Settings

Custom metadata types enable you to create your own setup objects whose records are metadata rather than data. These are typically used to define application configurations that need to be migrated from one environment to another, or packaged and installed. T...

2. Price List

OneCPQ has its own Price List Custom object to maintain price of products or services that you sell. By default, a Price-List record will be created during installation of OneCPQ. Salesforce's Standard Price Book which is a standard object is required in ord...

3. Product Page

Products are the items and services that you sell to customers. OneCPQ uses standard Salesforce Product Object to store products and services that an organization offers to their customers. Product Page Layout Setting Edit the Product Page layout assignment...

4. Opportunity Page

Opportunity Page Layout Setting You can either override your existing opportunity page with BizTBaa Opportunity page or edit your existing page and add OneCPQ section to your existing layout. To override existing opportunity page: Edit ‘View’ link of Opport...

5. Quote Page

Quote Page Layout Setting If your organization intends to use Salesforce Standard Quote Object for quoting process, then the following layout setting is to be completed in order to view BizTBaa OneCPQ Cart module. BizTBaa OneCPQ Cart module is a common obj...

6. Cart Item Object

OneCPQ Cart Item Custom Object contains all fields that are required to be displayed in Cart Item Grid section. Based on each organization's needs, the list of fields that are required to be shown in Cart Item Grid section on Opportunity, Quote and Cart can b...

7. User Settings

OneCPQ is a 100% native Salesforce app and uses Salesforce's sharing settings to control access to data at many different levels. For example, you can control the access your users have to Objects (Catalog, Price List) with Object permissions. Within Objects, ...

8. Document Template

OneCPQ Quick Setup Guide What's New

Document Templates allow the creation of templates for output documents. As OneCPQ document generator is built using Force.com, the output format allowed is PDF. Once templates are created, the Template Editor is used to setup the layout and behaviour of the o...

Version 2.67

Einstein Integration Price smarter and influence Sales Behavior with OneCPQ Data and AI. With AI becoming more ubiquitous, smart sales organizations are looking to get ahead of the curve by mining their own deal data and operationalizing individualized pricin...

Thank You

OneCPQ Admin Guide Welcome

Thank you for choosing BizTBaa OneCPQ for Salesforce CRM. If you recently purchased BizTBaa OneCPQ, welcome to a most advanced CPQ of Salesforce CRM app that will enhance your Salesforce CRM experience. If you are currently evaluating our OneCPQ, we hope that ...

About BizTBaa OneCPQ

OneCPQ Admin Guide Welcome

Framework to Setup a Product Bundle

In order to set up a product that is configurable (i.e. a "bundle"), there is a general sequence of steps you may follow.Or you may think of the framework like a map, where you start off with a product and end up with a configurable bundle. 1. Products: to be...

Products

OneCPQ uses the standard Salesforce Product object for products and services, both as individual items (called "standalones") or as a group of items (called a "bundle"). *a bundle is also understood just as any product that is configurable. The first step is...

Product Prices

Associate your product with a Price List. Define a price for your product. Associate with Price List On product page, click the Price Setup button. Click +New. Make the appropriate selections for the Product Entry Type Select an Effective From Date if...

Price Lists Object