Redwood Quote UI

The new Redwood Quote UI also streamlines the quote approval process. Sales users can use the User Notifications shortcut to quickly access all pending and completed approvals from a single, easy-to-navigate My Approval Search.

When a sales user opens a transaction requiring approvals, the Status drawer automatically opens. The user has immediate visibility of the Actions Needed and quickly approve or reject the transaction.

Approval items display clear visual indicators, status updates, and the Approval History displays a complete audit trail of the approval process with reasons for approval or rejection.

The Assist Bar in the CPQ Redwood Quote UI empowers users by providing a streamlined, intuitive interface that will accelerate their workflow. The Assist Bar serves as a dynamic control center, enabling users to quickly access information and seamlessly modify attribute data and invoke actions without navigating away from their current context.

• Attributes

  To use the Assist Bar to locate attributes, click inside the "Ask Oracle" field to view a list of available attributes. If desired, enter text to filter the list of attributes.

  Select the desired attribute to quickly view or edit the attribute value.

  

  If the selected attribute is editable, you can click inside the field in the Assist Bar drop-down to edit the attribute value.

  

  You can also click Quote Details to quickly locate the selected attribute. The Redwood highlight box displays to accentuate the selected attribute.

  

• Actions

  Beginning in Oracle CPQ 25B, the Ask Oracle assist bar will support quick access to main document actions. Sales users can search, select, and invoke actions directly from the Ask Oracle assist bar.

  

In the Redwood Quote UI, Generative AI (GenAI) quote summaries are incorporated into the Ask Oracle assist bar. Ask Oracle acts as an intelligent assistant, guiding users through the quote summary process, offering real-time suggestions, and providing on-demand insights about key components of the quote, such as pricing, discounts, and terms.

Oracle CPQ leverages Generative AI (GenAI) to automatically generate comprehensive quote summaries. Users can then choose to use the generated quote summary when communicating with customers or internal stakeholders, as needed. The new main document Generate Quote Summary type action is used to retrieve the GenAI summary from an integrated Oracle Sales site. The new GenAI quote summaries are available for Redwood Quote UIs and JET Transaction UIs.

GenAI quote summaries provide the following business benefits:

• Enhanced Communication: Providing a rich, GenAI quote summaries improves the clarity and effectiveness of communications with approvers, buyers, and customers.

• Time Efficiency: Automating the generation of quote summaries reduces the time and effort required by sales representatives and administrators.

• Consistency: Ensures consistent and accurate presentation of quote details across different scenarios and communication channels.

After a CPQ administrator creates the GenAI Assist type action, sales users can access and invoke the action from the Ask Oracle assist bar. In the following example the GenAI Assist type action is named Quote Summary.

The GenAI quote summary is displayed at the top of the current view. Sales users can copy or close the summary by clicking the applicable icon in the upper left corner of the summary.

With the Ask Oracle assist bar, users can interact with AI-driven suggestions, customize the summary, ask follow-up questions, and refine the output in real time. This capability ensures that both sales teams and customers receive highly tailored, professional summaries while maintaining full control over the summary content and presentation.

The new Redwood Products and Pricing view provides familiar spreadsheet-like interface and functionality for the Line Item Grid. This interface provides the following user functionality:

• Advanced robust filtering options to quickly locate specific line items based on various criteria.

• Line item data is dynamically loaded as users scroll, maintaining fast performance even with large data sets.

When available, users can quickly access charge information by clicking the Charge icon.

The Add Products action allows users to search and then add parts, models, BOMs, and Favorites to a quote from a single consolidated page. Typically, Add Products is enabled when there are no line items in a quote. But the visibility of the Add Products action can also be controlled by the following items:

• The Line Item Grid > Customize Actions > Manage Action Sets setting in the Redwood Quote Designer

• Document Views for the transaction Update Line Items action

• Access Rules for the transaction Update Line Items action

Part Custom Fields in Product Search

Beginning in Oracle CPQ 25B, Add Products in the Redwood Quote UI will also utilize search-enabled Part Custom Fields for product search criteria and display in product search results. Sales users can now use defined Part Custom Fields to further refine product search results when searching for parts to add to a transaction the Redwood Quote UI. View Example

The Redwood Quote UI Quoting provides support for an e-signature grid feature. This feature will enable users to electronically sign documents within the quoting interface, streamlining the quoting process and improving overall efficiency.

The Redwood Quote UI also enables users to add and render visualizations as needed. This feature aligns with the Redwood UI principles, offering an adaptive, user-centric experience that simplifies data interpretation and delivers actionable insights efficiently. With this capability, users can:

• Add Visualizations: Seamlessly integrate charts, graphs, or dashboards into their workflow by selecting relevant data and visualization types.

• Render On Demand: Generate and display visualizations only when required, optimizing system performance, and ensuring a clutter-free interface.

• Enhance Contextual Insights: Provide users with the ability to focus on data relevant to their tasks, improving clarity and decision-making.