{"id":9709,"date":"2021-02-03T14:45:10","date_gmt":"2021-02-03T13:45:10","guid":{"rendered":"https:\/\/www.orisa.de\/products\/crealis-cpq\/quotation-creation"},"modified":"2025-07-21T12:15:38","modified_gmt":"2025-07-21T10:15:38","slug":"quotation-generation","status":"publish","type":"page","link":"https:\/\/www.orisa.de\/en\/configuration\/crealis\/quotation-generation","title":{"rendered":"Quo\u00adta\u00adti\u00adon Gene\u00adra\u00adti\u00adon"},"content":{"rendered":"
<\/div><\/div><\/span>

Quo\u00adta\u00adti\u00adon pre\u00adpa\u00adra\u00adti\u00adon \u2014 effi\u00adci\u00adent, fle\u00adxi\u00adble and repre\u00adsen\u00adta\u00adti\u00adve<\/h1><\/span>
<\/div><\/div><\/div>
<\/div><\/div><\/span>

Docu\u00adment crea\u00adti\u00adon as the basis for suc\u00adcessful quo\u00adta\u00adti\u00adons and orders<\/h2><\/span>
<\/div><\/div><\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>

Quo\u00adta\u00adti\u00adon pre\u00adpa\u00adra\u00adti\u00adon \u2014 effi\u00adci\u00adent, fle\u00adxi\u00adble and repre\u00adsen\u00adta\u00adti\u00adve<\/h1><\/span>
<\/div><\/div><\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>

CREALIS\u00ae CPQ Docu\u00adment Assem\u00adbler auto\u00adma\u00adti\u00adcal\u00adly crea\u00adtes quo\u00adta\u00adti\u00adon and order docu\u00adments<\/h3><\/span>
<\/div><\/div><\/div>

Along\u00adside cus\u00adto\u00admi\u00adsed con\u00adfi\u00adgu\u00adra\u00adti\u00adon and cor\u00adrect pri\u00adce cal\u00adcu\u00adla\u00adti\u00adon, quo\u00adta\u00adti\u00adon gene\u00adra\u00adti\u00adon is one of the most important func\u00adtions for sel\u00adling com\u00adplex pro\u00adducts. With Docu\u00adment Assem\u00adber, CREALIS\u00ae CPQ offers a suite that can be used to gene\u00adra\u00adte and pro\u00advi\u00adde com\u00adpre\u00adhen\u00adsi\u00adve quo\u00adta\u00adti\u00adon docu\u00adments and many other docu\u00adments.
\nThe docu\u00adments are cus\u00adto\u00admi\u00adsed to the respec\u00adti\u00adve con\u00adfi\u00adgu\u00adra\u00adti\u00adon and desi\u00adgned to be visual\u00adly appe\u00adal\u00ading. 3D visua\u00adli\u00adsa\u00adti\u00adons gene\u00adra\u00adted dyna\u00admi\u00adcal\u00adly during con\u00adfi\u00adgu\u00adra\u00adti\u00adon as well as addi\u00adtio\u00adnal infor\u00adma\u00adti\u00adon such as pro\u00adduct data sheets or tech\u00adni\u00adcal dra\u00adwings can be inte\u00adgra\u00adted direct\u00adly into the docu\u00adments. This crea\u00adtes com\u00adpre\u00adhen\u00adsi\u00adve, high-qua\u00adli\u00adty docu\u00adments that con\u00adsider\u00ada\u00adb\u00adly sim\u00adpli\u00adfy the quo\u00adta\u00adti\u00adon pro\u00adcess and at the same time impro\u00adve the qua\u00adli\u00adty of com\u00admu\u00adni\u00adca\u00adti\u00adon with the cus\u00adto\u00admer.
\nBased on the con\u00adfi\u00adgu\u00adra\u00adti\u00adon result and the infor\u00adma\u00adti\u00adon con\u00adtai\u00adned in the parts list, order tem\u00adpla\u00adtes, cus\u00adto\u00admer orders and order con\u00adfir\u00adma\u00adti\u00adons can be gene\u00adra\u00adted ful\u00adly auto\u00adma\u00adti\u00adcal\u00adly and inte\u00adgra\u00adted into the sales pro\u00adcess in addi\u00adti\u00adon to quo\u00adta\u00adti\u00adon docu\u00adments. The role-spe\u00adci\u00adfic ver\u00adsi\u00adon of Docu\u00adment Assem\u00adber sup\u00adports the various users in the sel\u00adec\u00adtion, crea\u00adti\u00adon and dis\u00adtri\u00adbu\u00adti\u00adon of docu\u00adments.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

<\/div><\/div><\/span>

The con\u00adfi\u00adgu\u00adra\u00adti\u00adon result with the bills of mate\u00adri\u00adals (BOM) as the foun\u00adda\u00adti\u00adon for docu\u00adment gene\u00adra\u00adti\u00adon<\/h4><\/span>
<\/div><\/div><\/div>

The result of the pro\u00adduct con\u00adfi\u00adgu\u00adra\u00adti\u00adon con\u00adta\u00adins dif\u00adfe\u00adrent cate\u00adgo\u00adries of BOMs depen\u00adding on the under\u00adly\u00ading model\u00adling. For CREALIS\u00ae CPQ it is easy to prepa\u00adre dif\u00adfe\u00adrent types of BOMs. Sales BOMs con\u00adtain infor\u00adma\u00adti\u00adon such as the cor\u00adrect pri\u00adces, quan\u00adti\u00adties, pro\u00adduct codes and order codes that are rele\u00advant to the cus\u00adto\u00admer and the sales pro\u00adcess. The\u00adse include order BOMs and quo\u00adta\u00adti\u00adon BOMs. Tech\u00adni\u00adcal BOMs con\u00adtain the tech\u00adni\u00adcal struc\u00adtu\u00adre of the con\u00adfi\u00adgu\u00adred vari\u00adant of the pro\u00adduct or sys\u00adtem. The\u00adse include quan\u00adti\u00adty BOMs, struc\u00adtu\u00adral BOMs, modu\u00adlar or vari\u00adant BOMs. The\u00adse lists can be exten\u00added to include indi\u00advi\u00addu\u00adal work sche\u00addu\u00adle struc\u00adtures along with work steps.
\nUsers with the appro\u00adpria\u00adte aut\u00adho\u00adri\u00adsa\u00adti\u00adons can modi\u00adfy indi\u00advi\u00addu\u00adal items inde\u00adpendent\u00adly of the con\u00adfi\u00adgu\u00adra\u00adti\u00adon spe\u00adci\u00adfi\u00adca\u00adti\u00adons and add or remo\u00adve addi\u00adtio\u00adnal items. In this way, cus\u00adto\u00admer-spe\u00adci\u00adfic spe\u00adcial requests such as the inte\u00adgra\u00adti\u00adon of cus\u00adto\u00admer pro\u00advi\u00adsi\u00adons or enti\u00adre ETO pro\u00adces\u00adses can also be fle\u00adxi\u00adbly taken into account.
\nThe results page can be visua\u00adli\u00adsed, for exam\u00adp\u00adle by inte\u00adgra\u00adting pro\u00adduct images to bet\u00adter dis\u00adplay the items. All dis\u00adplay\u00aded infor\u00adma\u00adti\u00adon can be cus\u00adto\u00admi\u00adsed for spe\u00adci\u00adfic roles so that dif\u00adfe\u00adrent user roles only see the data rele\u00advant to them.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

<\/div><\/div><\/span>

Fle\u00adxi\u00adbi\u00adli\u00adty in docu\u00adment gene\u00adra\u00adti\u00adon<\/h4><\/span>
<\/div><\/div><\/div>

The sel\u00adec\u00adtion of available docu\u00adments is orga\u00adnis\u00aded on a role-spe\u00adci\u00adfic basis and is dis\u00adplay\u00aded in a clear dia\u00adlo\u00adgue, the Docu\u00adment Assem\u00adbler. For each docu\u00adment, you can indi\u00advi\u00addu\u00adal\u00adly defi\u00adne which sub-docu\u00adments it is com\u00adpo\u00adsed of. You can spe\u00adci\u00adfy whe\u00adther a sub-docu\u00adment is optio\u00adnal or man\u00adda\u00adto\u00adry in the over\u00adall docu\u00adment.
\nMul\u00adti\u00adl\u00adin\u00adgu\u00adal docu\u00adments with parts lists, visua\u00adli\u00adsa\u00adti\u00adons and pri\u00adces are easi\u00adly pos\u00adsi\u00adble. In addi\u00adti\u00adon, alter\u00adna\u00adti\u00adve quo\u00adta\u00adti\u00adons, sup\u00adple\u00admen\u00adta\u00adry quo\u00adta\u00adti\u00adons and other docu\u00adments such as pro\u00adduct data sheets, pri\u00adce lists, manu\u00adals, tech\u00adni\u00adcal spe\u00adci\u00adfi\u00adca\u00adti\u00adons or indi\u00advi\u00addu\u00adal ope\u00adra\u00adting ins\u00adtruc\u00adtions can be inte\u00adgra\u00adted into the final docu\u00adment. Legal infor\u00adma\u00adti\u00adon, such as gene\u00adral terms and con\u00addi\u00adti\u00adons, can also be added.
\nTech\u00adni\u00adcal\u00adly, docu\u00adment gene\u00adra\u00adti\u00adon is based on Micro\u00adsoft Word tem\u00adpla\u00adtes, which enables fle\u00adxi\u00adble design and cus\u00adto\u00admi\u00adsa\u00adti\u00adon of the docu\u00adments to suit any for\u00admat\u00adting requi\u00adre\u00adments.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

<\/div><\/div><\/span>

Pro\u00adces\u00adsing and for\u00adwar\u00adding docu\u00adments<\/h4><\/span>
<\/div><\/div><\/div>

As soon as the docu\u00adments have been crea\u00adted, they can be sent direct\u00adly via e\u2011mail, stored on the file sys\u00adtem for later use or trans\u00adfer\u00adred to con\u00adnec\u00adted third-par\u00adty sys\u00adtems. CREALIS\u00ae CPQ is inte\u00adgra\u00adted into exis\u00adting sys\u00adtems such as web shops, CRM or ERP sys\u00adtems through stan\u00addar\u00addi\u00adsed inter\u00adfaces. The infor\u00adma\u00adti\u00adon on the results is trans\u00adfer\u00adred smooth\u00adly and can be used imme\u00addia\u00adte\u00adly for fur\u00adther quo\u00adta\u00adti\u00adon or order pro\u00adces\u00adsing.
\nThe con\u00adfi\u00adgu\u00adra\u00adti\u00adons and their results can be mana\u00adged eit\u00adher direct\u00adly in CREALIS\u00ae\u2018s own manage\u00adment sys\u00adtem, in the con\u00adve\u00adni\u00adent CREALIS\u00ae CRM or in con\u00adnec\u00adted sys\u00adtems such as CRM or ERP.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":9672,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"wp_typography_post_enhancements_disabled":false,"footnotes":""},"class_list":["post-9709","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/9709","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/comments?post=9709"}],"version-history":[{"count":0,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/9709\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/pages\/9672"}],"wp:attachment":[{"href":"https:\/\/www.orisa.de\/en\/wp-json\/wp\/v2\/media?parent=9709"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}