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An Introduction to the DriveWorks CPQ Template

Tech Team Thursday

An Introduction to the DriveWorks CPQ Template

Every Thursday the DriveWorks Tech Team share their knowledge and expertise in these 30 minute value added webinars exclusively for DriveWorks Reseller AEs and DriveWorks Pro customers on subscription support.

On Thursday, November 2nd, our Product Manager, Mattwill introduce you to the new DriveWorks CPQ Template.

The ability to configure, price and quote easily has become essential for manufacturing companies of all sizes, in all industries. With the DriveWorks CPQ Template, products can be configured using your existing DriveWorks configurators, you can apply real-time pricing and create detailed quotes for your customers.

The DriveWorks CPQ template is also fully customizable so you can tweak it to suit your companys needs and to reflect your corporate branding.

To show you how to use the DriveWorks CPQ Template, Matt will cover:

  • The DriveWorks CPQ Template Installer
  • Group Template and the Specification Power Pack
  • Setting up the DriveWorks CPQ Template
  • Using DriveWorks CPQ
  • Creating new quotes
  • Using the product catalogue
  • Adding standard catalogue products
  • Adding custom catalogue products
  • Submitting your quote
  • The Workflow
  • Different user log ins and permissions
  • Integrating with 3rdparty systems

No matter which stage youre at with your DriveWorks projects, this webinar is a must watch!

Implementing the DriveWorks CPQ template will save you time and provide you with extra functionality that you would otherwise have had to create yourself.

If youre a new DriveWorks customer, the DriveWorks CPQ template will allow you to get started with DriveWorks quickly. Within 30 minutes you could have a useable CPQ solution to configure quotes for your standard products whilst you focus on your custom configurators. When your custom configurators are ready, they can be added to the CPQ solution.

If youre an existing DriveWorks customer who is looking for a way to tie your configurators together, the DriveWorks CPQ template is the solution. It allows you to easily deploy your configurators to your sales team. Alternatively, you can pull it apart and use only the features that will benefit you, such as Group Security.

Join Matt to learn more about how you can use DriveWorks as a CPQ solution that can be up and running within a matter of minutes!

We welcome questions throughout and after the webinar.

The webinar will take place at 4pm BST on Thursday, November 2nd.

Find the webinar time in your timezone here.


November 2nd

4pm BST

Join Us!