SteelBrick is proud to announce the the latest version Next Generation Configure Price Quote app: SteelBrick CPQ Spring '16. This new release enables salespeople to close deals faster from any place, any time, on any device. It also includes a streamlined user interface and many new customer-requested features to make life easier for both your sales reps and your customers.Read more...
We just released an update of our Next Generation Configure Price Quote app: SteelBrick CPQ Winter '16 Minor Release V24.2.x. This minor release enhances Winter '16 with several new features, many requested by our customers.
Key features are:
|Account ID on Quote Line Group||This feature allows you to create a filtered lookup that will only allow your sales reps to select from a list of child accounts associated with the parent account you have on the quote.|
|Allow Non-Consecutive Segments in MDQ||This feature allows non-consecutive custom segments for custom price dimensions, overriding the existing option to require the start date of each segment be the day after the previous segment's end date.|
|Auto-Generated Contracted Prices (also see Product Managed Fields)||This feature allows you to auto-generate a Contracted Price when an Opportunity is contracted. You can define whether a contracted price should be auto-generated on the Product as well as the Quote Line, with the quote line taking precedent.|
|Block Prices by Price Book||This feature allows you to create block prices that are specific to a Price Book. Populating the Price Book Lookup Field on the Block Price object facilitates a relationship which constrains Block Price Tiers to a specific Price Book or which ever has been selected on the Quote.|
|Custom Script no Longer Required||We have made updates to the Advanced Quote Calculator and Custom Scripts are no longer required to store fields referenced in Price Rule Conditions and Actions. Custom Scripts are now specificially used for customizations such as a Quote Calculator Plugin|
|Display Price Breaks on Output||Choose how to display discount schedules on the quote document. Per Quote Line will show the discount schedule and Tiers right-aligned under each Quote Line.|
|Error Condition ID Field + Post-Install Script
||Advanced Conditions on Rules & Quote Terms are now based on the Condition's Index field value instead of the Condition ID#. If you previously were making use of Advanced Conditions, please go to SteelBrick Settings | Additional Settings | Execute Custom Scripts. Executing the Custom Script will populate all the Condition's Index field with the same value as the Condition ID.|
|Localization of Template Content||This feature alows you to translate Template Content so that you don't have to create and manage multiple versions of the same content.|
|Option to Default MDQ Products to Standard Table||This feature creates a new field on the Product called Default Pricing Table where can choose if you want your MDQ products to default to either the Segmented or Standard tables.|
|User-Defined Discount Schedules||This feature allows you to adjust discount schedules for future add-ons or expansions. Users can view the Discount Schedule applied on the Line Editor Page and can also edit the Discount Schedule Name, Discount Unit, and Tiers associated to the discount schedule.|
We have published a patch for Advanced Approvals 2016 Release 1 with version 2.24.1. Here is a list of what we have fixed since package 2.24.
|Price Rule||Advanced Condition||R|
|Price Rule||Lookup Object||R|
|Price Rule||Evaluation Event||R|
|Price Condition||Filter Formula||R|
|Price Condition||Tested Formula||R|
|Lookup Query||Match Type||R|
|Lookup Query||Tested Object||R|
|Lookup Query||Tested Field||R|
|Lookup Query||Tested Value||R|
|Lookup Query||Lookup Field||R|
|Price Action||Target Object||R|
|Price Action||Source Lookup||R|
Use to make sure all profiles can quote:
1. Navigate to Setup | Customize | Products | Fields.
2. Click on Product Code.
3. Click the Set Field Level Security button.
4. Select Visible for all profiles that need to use quoting.
Edit if you don't need Product Code in Search Filters:
1. Navigate to Setup | Customize | Products | Fields Sets.
2. Click Edit next to the Search Filters field set.
3. Click the Set Field Level Security button.
4. Remove Product Code from the field set.
We just launched the latest version of our Advanced Approvals package. This new release enhances approval rules by allowing administrators to have more control over when approval rules fire. We've also addressed some inconsistencies around how different email clients handle approval email and have included some Deal Desk options that will help you customize your user experience.
Interested in learning more? Please view our Release Articles below:
|Re-Assign Approvers||This features provides an easy way for users to re-assign approvals to someone else for any reason. Doing so will generate an approval request email notification and send it to the new approver.|
|Effective Dates for Approval Rules||This feature allows admins to further customize their approval rules, when they fire, and for which statuses.|
|Package-Level Configuration Settings||This article will cover all package-level settings, including letting you set how comments should be recognized in approval emails.|
We just launched the latest version of our Next Generation Configure Price Quote app: SteelBrick CPQ Winter '16. This new release enables salespeople to close deals faster from any place, any time, on any device. And it includes a new, streamlined user interface and many new features, requested by our customers, to make life easier for both your sales reps and your customers.
In addition to our Lightning Ready UI which delivers a consumer-like experience on both desktop and mobile devices, the Winter '16 release of SteelBrick CPQ focused heavily on making performance and user experience improvements. This will help your reps close deals and renew subscriptions with speed and accuracy and make it even easier for you admins to manage. Interested in learning more? Please view our Winter '16 Webinars and Release Articles below:
SteelBrick CPQ Winter '16 Customer Webinar
SteelBrick Billing Winter '16 Customer Webinar
Many of the new features deliver additional flexibility that enhances the sales process and increases productivity, including:
|Advanced Conditional Logic for Rules and Terms||This feature enhances the flexibility of product rules, price rules and quote terms by allowing admins to use logical ANDs and ORs when applying conditions. This means that a rule with three conditions can be applied as (1AND 2) OR 3.|
|Block Prices + Discount Schedules||This enables a volume discount to be applied on top of the product’s block price for a particular quantity. For example, a block of 1-500 products has a block price of $50,000, 501-1000 has a block price of $70,000. The 1001-1500 product quantity group must pay the 1000 block price + a discounted unit price for any additional user beyond 1000.|
|Cost Based Discount Schedules||This feature allows admins to create a discount schedule that targets the product Cost instead of the LIst Price.|
|Custom URL for Custom Actions||This feature allows customers to create a button that links to an outside URL, visualforce page, or 3rd party web application from the Line Editor or Configuration.|
|De-Segment/Re-Segment Line with Line Action||This feature allows sales reps to de-segment an MDQ product from an action (magic wand icon) in the line editor. Products within the standard products table can be re-segmented using this icon as well.|
|Document Management Plugin||This feature allows SteelBrick to integrate to 3rd party document management systems like SpringCM and Box.|
|Dynamic Bundles||This feature allows sales reps to build a bundle with a mixture of pre-defined and standalone products. They can do this by adding options to a particular feature through an Option Lookup page. This page resembles product search, but administrators can filter the Products that will appear on the page.|
|Dynamically Build Product Descriptions||This feature allows product descriptions to be created dynamically and display which components were chosen for that bundle.|
|Enable Grouping from Line Editor||This feature enhances the user experience for sales reps when they need to group a quote. Currently, enabling grouping is done on the quote object, which means users have to Save their progress within the Line Editor and return to the quote in order to enable groups. Now, users can simply click on a toggle from within the Line Editor and groups will be dynamically enabled and disabled.|
|Favorites||This feature allows sales reps to save configured bundles, products, or quote line groups for re-use on future quotes. Favorites are accessible from the Product Lookup where they can also be shared with other users and/or groups.|
|Group Level Goal Seek||This feature replicates our Target Customer Amount functionality at the group level. This means that sales reps can now enter a customer's budget amount for a particular group and have it evenly distribute the discount across quote lines within the group.|
|Advanced Quote Calculator||This feature aims to improve performance and provide a more flexible and scalable calculator for current and future functionality.|
|Input Fields in Configuration||This feature to create a custom input (read/write) field on the Product Option when inputs other than quantity an be stored. This information can also be moved to the quote line for additional use.|
|Integration to 3rd Party Web Apps||This feature will allow you to punch-out to a 3rd party web application and map data back to SteelBrick. For example, users to select a region within a GIS tool and return a set of parameters back to SteelBrick that will populate Configuration Attributes and/or Fields.|
|Insert Static PDF's into Quote Documents||
This feature will gives administrators some control over the look and feel of their document output, but allowing for static PDF documents to be included within different sections of the document.
|Lookup Tables||This feature enhances price rule functionality by allowing you to lookup and return values that are stored in a table, allow you to design more complex scenarios.|
|Include Bundled Quantities in Discount Schedules||This feature enhances discount schedules by allowing you to include "bundled" quantities in the aggregate scope. For example, you have 20 of XYZ as a standalone product and 20 as a component, with this option selected, you can apply the appropriate volume discount tier as if it were a quantity of 40.|
|Multi-Language Support||This feature allows administrators to provide and store translations for data that cannot be handled through standard Salesforce functionality. This means we can now store translations for all data stored within text and rich text managed and custom fields within the SteelBrick application.|
|Pagination in Search Results||This feature allows sales reps to see more than the first 100 products returned with a product search.|
|Price Rule Optimization||We've re-factored the code in order to improve performance and made a few changes to improve usability.|
|Soft Validations/Warning Messages||This feature enhances product rules with a new type that allows administrators to create a soft validation or warning message that will display to users in Configuration or the Line Editor. Currently, product validation rules force sales reps to resolve the condition causing the error in order to continue. When using the Alert rule type, sales reps can be warned, but may still continue through the process.|
This feature will gives administrators some control over the look and feel of their SteelBrick instance. You'll be able to change styling of headers, buttons, feature labels, etc. to provide a more customized and branded experience for sales reps.
We have pushed the latest patch for Spring 15 with verion 22.0.30. Here is a list of what we have fixed since we pushed package 22.0.20.
We have just pushed the latest patch of Summer '15, with version 23.0.21. Here is a list of issues we have resolved since we released Summer '15 (version 23.0):
Contracts, Subscriptions and Renewals
Line Editor and Pricing
Salesforce1 and/or Mobile