Oracle Configure Price Quote (CPQ) Cloud

Module 1: Introduction to Oracle CPQ Cloud

• Overview of Oracle Configure Price Quote (CPQ)
• CPQ use cases: Complex product configuration and quoting
• CPQ architecture on Oracle Cloud
• CPQ vs. manual quoting processes
• CPQ implementation methodology

Module 2: Product Catalog Setup

• Product families and models
• Product attributes and options
• Product bundles and kits
• Option constraints
• Product catalog publishing

Module 3: Configuration Rules

• Constraint rules for product options
• Recommended and required rules
• Configuration messages and alerts
• Rule sets and rule execution
• Testing configuration rules

Module 4: Pricing Engine

• Price lists and price books
• Pricing formulas and variables
• Discounting rules and approval
• Tiered and volume pricing
• Currency and localisation

Module 5: Quote Document Generation

• Document Designer for proposals
• Template design and branding
• Dynamic content in proposals
• eSignature integration
• Document storage and management

Module 6: CPQ Commerce Process

• Commerce process design
• Quote steps and actions
• Approval workflow configuration
• Quote versioning and history
• Order submission from quote

Module 7: CPQ Guided Selling

• Guided selling rules
• Recommendation engine
• Upsell and cross-sell rules
• Customer need analysis flow
• Guided selling UI design

Module 8: CPQ Integration

• Integration with Oracle Sales Cloud (CRM)
• Integration with Oracle ERP for order management
• REST API for CPQ integration
• Oracle Integration Cloud (OIC) with CPQ
• Third-party CRM connectivity (Salesforce)

Module 9: CPQ Analytics

• Quote pipeline reports
• Win/loss analysis by product
• Discount analysis dashboards
• CPQ OTBI reports
• KPI monitoring for sales operations

Module 10: CPQ Administration

• User and role management in CPQ
• Process version management
• CPQ sandbox and deployment
• Audit logs and monitoring
• CPQ performance optimisation

Module 11: CPQ Mobile and UI

• CPQ responsive UI configuration
• Mobile quoting experience
• CPQ embedded in Sales Cloud
• Self-service CPQ portal
• CPQ UX best practices

Module 12: Real-Time Projects and Case Studies

• Manufacturing CPQ implementation
• Technology product quoting automation
• End-to-end CPQ project
• Certification and interview preparation

Experience in the Industry Gain knowledge from experts with hands-on Oracle CPQ Cloud project experience in manufacturing and technology product quoting.

Backgrounds at the Top Prominent corporations such as HCL, TCS, Accenture, and Oracle Consulting employ our CPQ Cloud trainers.

Clear & Effective Teaching Excellent communication and real-world examples simplify complex CPQ configuration rules and pricing engine setup.

Hands-On Learning Focus Students apply skills using live Oracle CPQ Cloud environments with real product configuration and quoting projects.

Up-to-Date Knowledge Trainers stay current with latest Oracle CPQ Cloud releases, guided selling, and sales automation best practices.