Advanced document generation with CPQ
Generating documents, such as quotes, technical sheets, and order summaries, can be a challenge in the manufacturing industry. To avoid lengthy processes and high chances of errors, CPQ software can automate the creation of these documents. Discover how it works in Hive CPQ and how you can make your quotes stand out.
Why you should generate documents with CPQ
Generating documents in the discrete manufacturing industry is often a complex and time-consuming process. Some of the key reasons why are:
- Compiling accurate product and pricing details is a lengthy task.
- Customers expect quick quotes; delays can lead them to seek alternatives.
- Frequent changes in products, features, and pricing results in documents being sent out with incorrect information
- There are numerous revisions needed for quotes, adding to the workload.
As a result, manual quote creation is prone to errors and is often tedious and time-consuming. Configure, Price, Quote software can automate this process, allowing you to generate documents in just a few clicks.
CPQ generates flawless documents in no time
Which types of documents are generated by CPQ?
CPQ allows you to create a variety of documents to streamline your processes:
- Quotes for both internal and external purposes
- Technical sheets and calculation sheets
- Order summaries
- Operation manuals and safety instructions
- …
How CPQ ensures error-free documentation
Documents generated by CPQ are data-driven: CPQ automatically incorporates validated configuration data into quotes and technical files. Eliminate the need for manual data entry and reduce the chance of errors.
Through integrations, documents always contain the most recent information. CPQ retrieves customer details from the CRM, while product and pricing information comes directly from the ERP system. Sell your complex products confidently, knowing that all documents provided to customers are accurate.
Make your CPQ documents stand out
Enhance the documents you create in CPQ:
- Use templates designed in Microsoft Office applications like Word. With MS Office, you can easily modify styles, fonts, visuals and document layouts in a no-code environment.
- Incorporate your branding elements and include promotional texts or icons to make your documents stand out.
Personalize your documents
With CPQ, you have the freedom to tailor documents to fit your customer’s needs.
- Create documents in over 20 different languages.
- Modify quotes based on the current circumstances. Hive CPQ provides enough space for you to add personalized messages before you print your quote.
- The use of dynamic documents allows the configurator to insert relevant commercial texts into the template, depending on the selections made in the configurator.
- Define which information gets showcased using document groups. This feature organizes related parameters, such as measurements, so that for example height and width are always displayed together.
Empower customers with self-service document generation
Provide your customers with access to Hive CPQ, allowing them to create their own documents without needing help from your teams. Customers can customize quotes and other documents by adding their own logos and branding prior to sharing them with end clients.
Additionally, you can collaborate on quote revisions, making it easy to work together on proposals.
Add 3D models using the virtual photographer
Get your customers excited about their purchase using our virtual photographer. This feature allows you to display the 3D model of the configuration you just created within the quote or technical sheet.
Technical sheets also provide customers with visual explanations through cross-sectional views of the 3D models, clearly showing the measurements and dimensions of various components.
How does it work?
Here’s a quick overview of how document generation works in Hive CPQ:
- Create a template layout in Word: Add all static elements such as your logo, design, and the first page to the template.
- Prepare a template for each required language.
- The Hive team will integrate the dynamic elements: We will program the variable parts of the configurator into your template. (Training can be provided afterward so you can make changes independently.)
- The user selects the appropriate template: Once chosen, the document is generated based on that template.
Excited to get started on automated document generation?
Book your demo now to see how Hive CPQ creates documents in the blink of an eye.
