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SAP CPQ 2.0 Document generation - dynamic template selection with option to edit the content

Halser_T
Explorer
0 Kudos
173

Hello,

I am currently working on my first SAP CPQ implementation project as a consultant. Our customer has a specific requirement for document generation.

Context:

  • Configurable products
  • Multi-section templates
  • Various text templates as .docx files

Requirement: 

For a section in the final document, the customer requires a specific long text based on the combination of two specific product attributes. Additionally, the text should be editable before the document is created.

Problem: 

Using section templates, I cannot dynamically select a template file based on the combination of attributes. Currently, I can only upload one template for each section. While I know that I can replace the section template, I do not want the user to manually choose one template out of approximately 50 templates (from local storage) for this single segment of the final document. The "manage content documents" tab is not an option because the content of the templates must be editable.

Process:

  1. Define attributes from the configurable product (happens automatically with configuration).
  2. Automatically choose the specific template based on the values of the attributes (works only when content does not need to be edited).
  3. If necessary, edit the text of the template (problem).
  4. Create the final document with the edited text.

Could you please assist us with this issue?

Thank you very much for your help.

Best regards

Accepted Solutions (1)

Accepted Solutions (1)

kai_unewisse9
Explorer
0 Kudos

Hi @Halser_T ,

what do you think by creating a custom table that contains the text for the attribute combinations. 

In the document template use the custom table tags with some logic using the 2 attributes to get the right text from this custom table.

Thanks,
Kai

Halser_T
Explorer
0 Kudos

Hello @kai_unewisse9,

thank you very much for your fast response. 

The approach with the custom table is in our range of possibilities but the customer wants to edit the text. For example delete some words or include new sentences. With the custom table this is not possible in my opinion.   

Please correct me if I am wrong. 

Best regards, 

Tobias

kai_unewisse9
Explorer
0 Kudos

Hi Tobias,

you can not edit the template output, yes.

Maybe an option is that the output is MS Word and not PDF (which i assume) ?

In case the sales person wants to edit the content after the document generation, that is still possible and the result can be uploaded again to CPQ. 
However either this person or a custom function needs to create the PDF documents that is sent to the customer.

Best regards,

Kai 

 

Halser_T
Explorer
0 Kudos

Hello Kai,

thanks for your response. 

The current output format is PDF. That should be the way to go because they do not want to allow the sales person to edit the whole document e.g. price sections and upload it again. There should only be small sections in the document with sometimes automatically selected text templates based on different attributes from the variants configuration or on the other hand could be selected via drop-down menu, which should be editable by the sales person.

In addition I am in a conversation with SAP to find the best solution for this requirement. 

Best regards, 

Tobias

  

Answers (0)