Smart Start

by Community Manager on ‎07-17-2015 10:29 AM - edited on ‎07-20-2017 11:11 AM by Community Manager

Just purchased SteelBrick CPQ and eager to begin your implementation? Need a way to organize the data your business requirements? Ensure a "smart start" by preparing a few areas so your SteelBrick CPQ implementation has a proper foundation.



The Smart Start Workbook covers the main functional areas of SteelBrick. As you progress through the workbook you will collect and document valuable business requirements and data required to implement SteelBrick CPQ. This guide will help you through the steps required to collect this valuable data.


Tip: Develop the layout and workflows of your Steelbrick CPQ integration as you're collecting and organizing this data. Establishing the layout and workflows of your integration early on will ensure a smooth transition to the final product.


Download the Excel Workbook listed below and fill it out to the best of your ability. The main areas that will be covered in this guide are Profiles, Products, Bundles, Approvals, and Quote Templates.