The DriveWorks CPQ Template is a series of projects and templates that when combined, create a powerful CPQ solution. It’s a starting point for any DriveWorks customer and it can be used as a complete CPQ solution or taken apart to use individual features and functionality.

With the DriveWorks CPQ Template you can select which products can be configured, using existing DriveWorks product configurators, apply pricing and decide what data to pass to and from any other company systems such as ERP and CRM.

Distribution

The template is distributed using the DriveWorks CPQ Template Installer and it contains everything you need to get started!

Using the Installer

1 – Download the DriveWorks CPQ Template installer.

2 – Double click the installer.

3 – Agree to the licence terms and conditions.

4 – Select ‘Install’.

5 – Once it’s finished installing, press ‘Close’.

Getting Started

To begin using the DriveWorks CPQ Template you need to create a new CPQ Solution. Following the steps below will help you to get started:

 1 – Open DriveWorks Administrator.

2 – Create a new Group (See the Group Wizard).

3 – Pick the DriveWorks CPQ Template and press ‘Next’.

4 – Select the location to save the new template Group and press ‘Next’.

5 – The DriveWorks Group Wizard will extract the DriveWorks CPQ Template to the location specified.

6 – Once finished, press ‘Finish’ and log into the Group.

7 – The DriveWorks CPQ Template is now ready to use! Simply create a new Specification and select the Dashboard Project.

8 – The DriveWorks Individual Group created should be upscaled to a Shared Group.

Setup

Inside the DriveWorks CPQ Template Implementation there is a view called Setup. The Setup view allows you to modify settings unique to the DriveWorks CPQ Template such as: font colours, corporate branding, currency, source data and web addresses.

More information about the DriveWorks CPQ Template can be found in the DriveWorks Pro Online Help File.

Learn More

In these short articles you can learn more about CPQ and DriveWorks CPQ Template:

• What Is Configure, Price and Quote (CPQ) Software?
• What Is the DriveWorks CPQ Template?
• Guided Selling with DriveWorks CPQ

Showcasing Our Technology, Using Our Technology

DriveWorks design automation and online 3D configurator software allows you to create tools to streamline your design and business processes.

We have developed the software specifically for manufacturing companies.

Over the years, we have added new features and functionality to meet a variety of business and industry needs.

Our goal is to allow you to easily create your own configurators and business tools that are custom to your processes and the way you work.

What makes all of this possible is our underlying technology.

The DriveWorks Tech Stacks are designed to introduce you to the core technologies that make DriveWorks the powerful world-leading software that it is.

We’ve even used DriveWorks as the medium to show the technology in action.

All of the Tech Stacks have been created using the DriveWorks Form Designer, they are built on rules and use many other features from our technology capabilities.

DriveWorks Rules Tech Stack

Rules are everywhere in DriveWorks.

You can use the powerful DriveWorks Rules Engine in many different ways.

With DriveWorks, you harness the power of the Rules Engine to automate tasks in a way that best suits your products.

Rules used in DriveWorks can be equations, sums and logical expressions, or even business logic, legislation and product requirements.

Use rules to create quotes for sales to send out quickly in response to enquiries; or for engineers to create new or order-specific custom designs.

When the product design or know how is captured in to DriveWorks, the data required to create the new version is generated quickly and accurately and passed seamlessly from sales, to engineering and then to manufacturing.

Take a look through the DriveWorks Rules Tech Stack to explore the many other ways you can use rules in DriveWorks.

Explore the DriveWorks Rules Tech Stack

Learn More

If you’re already a DriveWorks customer, head to the DriveWorks Community to download the DriveWorks Rules Tech Stack webinar.

Technical Specialist, Mike, takes you through the Rules Tech Stack so you can learn more about the Rules technology in DriveWorks and how you can use it.

See What Else DriveWorks Can Do

Rules is just one of the core technologies that make up DriveWorks software.
See what else you can do with DriveWorks by exploring all of the Tech Stacks.

A Best Practice Representative in Technology

The Prime Minister’s foreword for The Parliamentary Review focuses on four ‘grand challenges’: “harnessing artificial intelligence and the data revolution; leading in changes to the future of mobility; meeting the challenges of our ageing society; and driving ahead the revolution in clean growth.”

Many of the organisations who appear in the publication build on these challenges and shed light on some more unique ones. The result is a fascinatingly diverse publication with a huge range of voices.

DriveWorks software allows manufacturers to build their own 3D configurators that can be used on a variety of platforms. In our Parliamentary Review article, we stress the importance of good practice as our business continues to span across Europe, North America and the Asia-Pacific.

Technology is surging forwards apace across the world and Britain is no exception. This year’s edition of The Parliamentary Review explains the progress that the industry has experienced on both a domestic and international level, while also highlighting pertinent issues for the future.

The Executive Director of The Parliamentary Review, Daniel Yossman, lauded the exceptional representatives involved this year and stated that The Review is “delighted at how many exceptional and hardworking organisations from across the country have come together to make this edition possible.”

Maria Sarkar, Vice President and Co-Founder of DriveWorks, said “We’re very pleased to have taken part in The Parliamentary Review. We hope that reading about our journey from a start-up to a market leading technology company will inspire others.”

Glen Smith
CEO and Co-Founder of DriveWorks

Maria Sarkar
Vice President and Co-Founder of DriveWorks

The full article can be viewed here: http://www.theparliamentaryreview.co.uk/organisations/driveworks

Showcasing Our Technology, Using Our Technology

DriveWorks design automation and online 3D configurator software allows you to create tools to streamline your design and business processes.

We have developed the software specifically for manufacturing companies.

Over the years, we have added new features and functionality to meet a variety of business and industry needs.

Our goal is to allow you to easily create your own configurators and business tools that are custom to your processes and the way you work.

What makes all of this possible is our underlying technology.

The DriveWorks Tech Stacks are designed to introduce you to the core technologies that make DriveWorks the powerful world-leading software that it is.

We’ve even used DriveWorks as the medium to show the technology in action.

All of the Tech Stacks have been created using the DriveWorks Form Designer, they are built on rules and use many other features from our technology capabilities.

DriveWorks 3D Tech Stack

If you have seen any of our configurator examples, you’ll know that they use customizable 3D.

Customers can see their custom products in 3D and view the effects of their design changes immediately.

The technology that makes this possible happens under the hood and you may not even notice it.

That’s why we’ve put together the DriveWorks 3D Tech Stack.

Take a look through the DriveWorks 3D Tech Stack to explore the 3D technology built into DriveWorks to create an interactive online 3D configurator.

3D is a core technology of DriveWorks.

DriveWorks supports many 3D file formats so you can create 3D content to help you and your customers visualize product selections. View and configure 3D models on desktop, mobile and tablet.

3D anytime, anywhere.

Explore the DriveWorks 3D Tech Stack

Learn More

If you’re already a DriveWorks customer, head to the DriveWorks Community to download the DriveWorks 3D Tech Stack webinar.

Technical Specialist, Mike, takes you through the DriveWorks 3D Tech Stack so you can learn more about the 3D technology in DriveWorks and how you can use it.

See What Else DriveWorks Can Do

3D is just one of the core technologies that make up DriveWorks software.
See what else you can do with DriveWorks by exploring all of the Tech Stacks.

“Guided Selling” helps vendors of products actively guide their customers to a buying decision.
In doing so, it increases their enquiry to sale conversion rate.

In today’s competitive market, manufacturing companies should consider building guided selling into their digital strategy.
This approach is often described as a Configure, Price, Quote (CPQ) solution.

CPQ software enables companies to develop customization strategies that provide a superior service whilst also ensuring that their business operations are running smoothly. The software is often used by sales teams to guide the customer through the product selection process and to provide accurate quotes and sales documentation quickly.

CPQ solutions are built on rules, workflow, user interface, and typically need to integrate with other company systems. These are the core technologies and capabilities that have underpinned DriveWorks since the software was first introduced to the SOLIDWORKS market in 2001.

A Powerful CPQ Solution

At DriveWorks we’ve developed a CPQ template to make it easy for manufacturing companies to quickly reap the benefits of guided selling and CPQ.

It’s a series of DriveWorks projects and templates that when combined, create a powerful CPQ solution. This is a starting point for any DriveWorks customer and it can be used as a complete CPQ solution or taken apart to use individual features and functionality.

The DriveWorks CPQ template enables you to select which products can be configured, using existing DriveWorks product configurators, what pricing to apply and what data to pass to and from any other company systems such as ERP and CRM.

Your DriveWorks and CPQ administrator can manage access and permissions to the CPQ front end and add product configurators at any time. That way you can customize the solution for use by inside sales teams, dealers, distributors and even customers.

DriveWorks CPQ dashboards can also be customized so the administrator has specific views for quoted items, pending orders and so on. Out of the box, the appearance of the DriveWorks CPQ template is white label, which means that it can also be customized to reflect your corporate branding and image.

Select which products can be configured.

Customized CPQ dashboards for administrators.

Learn More

These short videos explain how different people within your company (Customers, Distributors, Sales Teams and Sales Adminstrators) could interact with your DriveWorks product configurators to help your company sell digitally.

How Your Customers Interact with DriveWorks as a CPQ Solution

How Your Distributors Interact with DriveWorks as a CPQ Solution

How Your Sales Teams Interact with DriveWorks as a CPQ Solution

How You Administer Your DriveWorks CPQ Solution

Get a 1-year digital designer license for your marketing team half price, when you buy a license of DriveWorks Pro Administrator for your engineering team. Offer valid until December 31st 2018. T&Cs apply.

What is DriveWorks Pro?

Use DriveWorks Pro to create a custom design automation and online 3D configurator solution. Save time, reduce errors and win more orders.

Enable anyone to configure custom products and see the results in 3D on any device. Quotes and follow up emails are sent automatically, quickly, professionally and in line with your corporate brand.

What Role Does Each Team Play in Setting Up a Configurator?

Engineering Team

DriveWorks configurators are easy to set up with no programming skills or consultants required.

Engineers have the product knowledge and the skills to create an intelligent product configurator that makes offering custom products quicker and more cost-effective.

Use DriveWorks to store the knowledge and experience of your Engineering Team to ensure you only sell products that can actually be manufactured.

Include laws and industry regulations to reduce approval times.

Automate your SOLIDWORKS parts, assemblies and drawings to automatically create manufacturing data for each custom order.

Marketing Team

If you want to put your configurator in front of your customers and allow them to configure their own products, branding and user experience are key.

A DriveWorks configurator is completely custom to you and your company needs. You have full control over the look, feel and behaviour of your configurator. Marketing Teams can ensure that it matches your branding and colour scheme.

DriveWorks automatically sends documents specific to each order. Marketing Teams just need to set up eye-catching templates that match your company branding.

Marketing Teams will have an influence on the user experience of your configurator, ensuring it is easy to use. Marketing Teams know your customers well and will ensure smooth customer journeys.

Benefits of a Digital Designer License

With a license of DriveWorks Pro Administrator and a digital designer license, two people can work on the configurator at the same time.

Get your configurator up and running quickly and start seeing a return on your investment sooner.

A configurator means customers can instantly see how their product options will look and place orders straight away.

End Result of Combining Engineering and Marketing

Impress your customers by combining powerful rules and logic, an easy to use interface and obvious branding.

Your configurator will only allow valid configurations, with intelligent decisions and guided selling, whilst staying inline with your company branding.

You can be sure your configurator will fit in with your website and have a professional feel throughout.

By involving a non-technical team in the creation of your configurator, you know it is clear and easy to use.

Configurator Examples

See examples of how the DriveWorks marketing and engineering teams have worked together to create some configurator examples.

Each use DriveWorks functionality to create configurators that are all different. The examples show how you can use DriveWorks to create a solution that works for you.

Buy DriveWorks Pro Administrator, Get a Digital Designer License Half Price

Get a 1-year digital designer license for your graphic design and marketing team half price, when you buy a license of DriveWorks Pro Administrator for your engineering team. The designer license is a fixed one year license, for use by your graphic design and marketing team to make your configurator look amazing.

Offer Terms and Conditions

• Offer valid until December 31st 2018
• DriveWorks Administrator Designer license is for the exclusive use of your graphic design or marketing team
• Licenses are non-transferrable
• License will be valid for one year
• Before placing your order with your reseller, you must request your half price designer license from DriveWorks, email sales@driveworks.co.uk. 

Find a Reseller

If you already have SOLIDWORKS, contact your reseller and ask them about DriveWorks.
Find your nearest DriveWorks reseller here.

Your Future: Automate to Accelerate

By becoming a Certified DriveWorksXpress Associate

DriveWorksXpress is a free design automation tool included in every license of SOLIDWORKS.

More and more companies are adopting design automation techniques to save time, reduce repetitive engineering tasks and minimise costly errors. Design automation is becoming the norm. Engineering students and professionals can gain the skills they need by completing the DriveWorksXpress Training and Certification.

What?

The DriveWorksXpress Training and Certification is a free certification for all students and professionals who have access to SOLIDWORKS.

Becoming a Certified DriveWorksXpress Associate gives you new skills to add to your résumé, opens doors in a competitive jobs market and differentiates you from your peers.

How?

You can become a Certified DriveWorksXpress Associate by completing 3 steps in just 3 hours:
Step 1: Download and complete the DriveWorksXpress Training Tutorial.
Step 2: Take a short online test to complete the certification.
Step 3: Join a global community of DriveWorks and SOLIDWORKS engineers.

Why?

Embrace Design Automation techniques to work smarter.
Gain an extra qualification to gain an edge on the competition and stand out from the crowd.
Join a community of professionals to improve your career prospects in a competitive jobs market.
Improve your employability with an extra qualification on your résumé.

Take the Certification

Learning Resources
We provide all the resources you need to easily complete the DriveWorksXpress Training and Certification and gain this valuable new skill to use in industry.

Completely Free
DriveWorksXpress is a free tool included in every educational and commercial license of SOLIDWORKS and the certification is free for anyone who has access to SOLIDWORKS.

Professional Certificate
On completion of the DriveWorksXpress Certification you’ll receive a professional certificate to add to your résumé and prove your knowledge.

Free Online Training Resources

Online Help File

Press F1 in DriveWorksXpress to use the built-in Help File.

Webinars

Wach our free monthly webinar to learn how to get started with DriveWorksXpress.

Rules Guide

Request a Little Book of Rules – a handy guide to writing rules in DriveWorks.

Sample Projects

Download our sample projects to see more industry examples.

How To Videos

Watch short video clips to learn how to use DriveWorks at your own pace.

Tutorials

Add to your knowledge with extra tutorials and videos.

Activate DriveWorksXpress

To take the DriveWorksXpress Training & Certification, you will first need to Activate DriveWorksXpress. To activate your free license, follow these 6 easy steps.

Digital selling and the ability to Configure, Price and Quote easily has fast become a vital part of “doing business” for manufacturing companies of all sizes and in most sectors.

Online customization tools are becoming increasingly popular and they’re now used by many companies as a way to offer customizable products cost-effectively. We’ve all seen, and probably used, one of the sales configurators that so many recognized brands are using.

CPQ software enables companies to develop customization strategies that provide a superior service whilst also ensuring that their business operations are running smoothly.

Core Technologies

CPQ solutions are built on rules, workflow, user interface and integration. These are the core technologies that have underpinned DriveWorks since the software was first introduced to manufacturing companies using SOLIDWORKS 3D CAD tools in 2001.

Over the years by looking at market trends, conducting research amongst manufacturing companies and asking for customer feedback, new features have been added and many enhancements made. With our goal of ease of use, we’ve created a specific CPQ template, built on DriveWorks functionality, to make it easy for manufacturing companies to reap the benefits of guided selling and CPQ quickly.

The DriveWorks CPQ Template is a series of DriveWorks projects and templates that when combined, create a powerful CPQ solution. It’s a starting point for any DriveWorks customer and can be used as a complete CPQ solution or taken apart to use individual features and functionality.

Take the Lead with DriveWorks CPQ

The DriveWorks CPQ Template provides a configurable dashboard that allows you to select which products can be configured, using your existing DriveWorks product configurators, what pricing to apply and what data to pass to and from any other company systems such as ERP and CRM.

Your DriveWorks and CPQ administrator can manage access and permissions to the CPQ front end and add product configurators at any time. That way you can customize the solution for inside sales, dealers, distributors and even customers.

The CPQ administrator can apply real-time pricing updates to ensure accurate quotes are generated and that they reflect your businesses’ strategic and commercial goals. The CPQ dashboard can also be customized so the administrator can have specific views such as quoted items, pending orders and so on.

The four short videos below explain and demonstrate DriveWorks CPQ from the point of view of a customer, distributor, sales representative and CPQ administrator.

How Your Customers Interact with DriveWorks as a CPQ Solution

How Your Distributors Interact with DriveWorks as a CPQ Solution

How Your Sales Teams Interact with DriveWorks as a CPQ Solution

How You Administer Your DriveWorks CPQ Solution

Online customization tools are becoming increasingly popular and they’re used by many companies as a way to cost effectively offer customizable products.

This type of software is often referred to as Configure, Price and Quote (CPQ) software.

We’ve all seen, and probably used, one of the sales configurators that so many recognized brands are using. If you ask Maria Sarkar, VP and Co-Founder of DriveWorks, about her car, she’ll tell you how she designed it herself using Audi’s car configurator.

Traditional CPQ software is designed to help companies produce accurate quotes in real-time which include all of the complex pricing and product information. Using a CPQ solution, a sales team will have everything they need to produce accurate quotes quickly and efficiently.

With a DriveWorks online sales configurator, customers can develop a product based on their own needs and preferences with minimal input from the company. Engineers can build rules in to the configurator which means that customers and sales personnel can only configure products that can actually be manufactured.

CPQ software enables companies to develop customization strategies that provide a superior service whilst also ensuring that their business operations are running smoothly. Therefore, the ability to configure, price and quote easily has become essential for companies of all sizes, in all industries.

The Rise of Industry 4.0

‘Industry 4.0’ refers to the current trend of digitalization and data exchange in the manufacturing sector.

It’s often referred to as ‘the fourth industrial revolution’, following steam machines and mechanization, mass production and assembly lines and computer and automation.

Digitalization is enabling the manufacturing industry to bring product ideas to life in new and innovative ways by leveraging new technologies. These include: additive manufacturing, artificial intelligence, virtual reality, automation, cloud computing and the internet of things.

Industry 4.0 is sometimes referred to as ‘the fourth industrial revolution’.

As Industry 4.0 continues to rise, we’re being introduced to ‘smart factories’, where cyber physical systems monitor the processes within a factory and make decisions with little input from human operators.

It’s interesting to see how the manufacturing industry is transforming and how new technologies, such as CPQ solutions, are being adopted by all types of companies.

CPQ In Action

Blue Giant Equipment Corporation were founded in 1963 and initially specialised in the manufacture of dock levelers and hand pallet trucks.

Since then the company has grown rapidly with the addition of innovative technology, expanded product offerings and worldwide manufacturing and distribution facilities. Their renowned product line includes: dock levelers, ground-level lifts, vehicle restraints, intelligent dock controls and a diverse range of material handling products

With over 8 million product combinations, Blue Giant were in need of a more simplified configuration solution.

They now use DriveWorks Pro to power ConfigureBLUE™, their online parts configurator for use by their worldwide Authorised Dealers and Sales Teams.

The configurator is available 24 hours a day, 7 days a week and removes the confusion and learning curve often associated with configuring a solution from catalogues.

ConfigureBLUE™ is tied directly to Blue Giant’s internal manufacturing response planning (MRP) system and typically a quote will be received via email within seconds of configuring a solution.

Read The Full Case Study