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.

  

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

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.

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.

Oracle CPQ 25C introduces the AI-Powered Quote Assistance Agent to help sales users understand relevant business processes, quoting flows, and newly available product features. The Quote Assist Agent uses natural language to answer questions and allows customers to quickly understand complex concepts like Price Waterfall and Deal Optimization without reading product documentation.

The AI-powered agent provides real-time answers using natural language, based on product documentation and first-party data, enables faster decision-making, improves quoting accuracy, reduces onboarding time, and enhances overall sales efficiency within the quoting flow.

When Quote Assist is enabled, sales users can access the Quote Assist Agent from the Redwood Quote UI. You can select the Quote Assist option from the Ask Oracle drop-down or type your question into the Ask Oracle Assist Bar.

When enabled, you can also access the Quote Assist Agent from the Redwood Quotes List. Simply type your question into the search bar and select the "Assist with" option from the drop-down.

After you enter a question, the Quote Assist drawer opens and provides a reply.

You can click Sources to view replies from a specific source and also enter follow-up questions in the Agent chat.

A quoting system that proactively recommends commonly grouped products fulfills critical business needs by enhancing revenue, efficiency, and customer satisfaction. It boosts cross-selling opportunities by suggesting complementary items, increasing order value and profit margins. Customers benefit from a personalized experience, receiving relevant recommendations that simplify decisions. Operationally, the system streamlines quoting processes, reduces manual errors, and improves accuracy. Additionally, it generates data-driven insights, uncovering patterns for inventory management and targeted marketing. Ultimately, this fosters loyalty by positioning the business as a customer-centric partner, offering thoughtful solutions while maintaining competitive differentiation.

The AI-generated product recommendations suggest products to be added alongside the current items in the quote. After adding at least one product to a quote, sales users can see proactive product recommendations when they click Add Products. The product recommendations are based on the most commonly sold products, in the context of the quote. This makes it easier, and faster, for sales users to find the right products for their customers.

The AI-generated product recommendations can increase sales revenue through cross-selling opportunities and boosted profits, optimize efficiency by streamlining quoting and improve accuracy, and support strategic goals with data-driven insights. This feature provides the following benefits:

• Pattern Recognition: Analyzes purchase histories and customer behaviors to detect correlations between products.

• Real-Time Insights: Offers dynamic suggestions during the quoting or purchasing process based on up-to-date data.

• Personalization: Tailors recommendations to individual customer profiles or preferences, fostering a customized experience. Administrators can fine-tune the learning models.

• Scalability: Efficiently processes large data sets to adapt to growing inventory and diverse customer bases.

• Strategic Value: Boosts revenue by increasing average order value and provides actionable data insights for marketing and inventory strategies.

In the Redwood Quote Designer, administrators can now enhance the quote header by adding a Banner using the Customize Header option. The banner can be positioned either Inline or at the top, allowing teams to highlight important information, brand elements, or contextual messages directly within the quote layout.

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

Price Waterfall Visualization helps businesses determine the factors impacting net revenue and profitability. In the final pricing for a quoted product, several factors come into play, such as pre-set promotions and special pricing for a selected set of accounts based on status, geography, industry, etc. Additionally, sales users can apply manual discounts as part of the negotiation with the customer. Currently, all of this data is captured on the quote, but it is difficult for users to visualize the full picture.

The Price Waterfall Visualization provides sales teams with clear, real-time insight into how final prices are derived, factoring in base price, discounts, promotions, and manual adjustments. This transparency improves sales efficiency, empowers informed customer conversations, supports effective negotiations, and ensures alignment with pricing strategies. By simplifying complex pricing data into a visual format within the Quote UI, it enhances trust, accelerates deal cycles, and boosts both sales performance and customer satisfaction.

Oracle CPQ 25C introduces a quoting price waterfall for the Redwood Quotes UI. The price waterfall enables sales users to view a detailed Price Waterfall Visualization for each quoted product so that they can understand how the final price was derived from various pricing components (like base price, discounts, promotions, and manual adjustments). When enabled, the price waterfall displays in the charge drawer. The Charge Details View displays the charge information and also displays additional selected attributes for price waterfall.

For example, the GENG-201 80kW Natural Gas Generator the base price is $3,500.

• A Customer Loyalty adjustment, from the Pricing Engine, applies a $250 discount.

• An Item Surcharge adjustment, from the Pricing Portal, applies an 8% markup.

• An additional Manual Discount of 15% is also applied by the sales user in the quote.

Users can open the Graph View to display a visualization of the price waterfall. Users can hover over the graph items to display the exact amount for the item.

Users can open the Table View to display a summary of adjustments for the selected charge item.

Complete the following steps to enable the Redwood Quote UI for a Commerce Process.

1. Navigate to the Admin page.

2. Click Process Definition in the Commerce and Documents section.

3. Click on the Name link for the applicable Commerce process.

4. Select the Redwood Layout UI.

   

5. Use the Order Priority fields to define the priority of each layout. Sales users with access to multiple layouts can view the layouts based on the defined priority.

6. Click Apply or Update.

   Notes:

   • After enabling the Redwood layout, an Access Rights link displays next to the Redwood option.

   • The Access Rights link is only available for enabled layouts and is not available for default layouts.

7. If applicable, click the Access Rights link to open the Process Administration Access Editor.

   1. Use the access shuttles to specify which the user types and groups have access to the layout.

      • To add access, select and move the user type or group into the applicable Show list.

      • To remove access, select and move the user type or group into the applicable Hide list.

      

   2. Click Apply or Update to save changes to the access permissions.

8. Deploy the Commerce Process.

Pre-Requisites

• Beginning in Oracle CPQ 25C, the GenAI quote summaries are available for Oracle Sales and non-Oracle CRM (e.g Salesforce or Microsoft Dynamics) integrated sites.

  • For Oracle Sales integrated sites, the Fusion CRM Integration, in the CPQ Integration Center, is used to acquire quote summaries from Oracle Fusion. Refer to How do I get started with the Revenue Transformation Solution?  Oracle Sales Playbook for information on the Oracle Sales to Oracle CPQ integration.

  • For non-Oracle CRM (e.g Salesforce or Microsoft Dynamics) integrated sites a Generative AI Generic Integration for Non-Oracle CRM-Integrated Sites is required to acquire quote summaries from Oracle Fusion.

• Additionally, customers must have a provisioned Oracle Fusion environment.

• Contact My Oracle Support to enable GenAI features on the Oracle Fusion environment.

• Set the Quote Summary Prompt:

  • Refer to Administration Interface to Manage Prompts Used for Generative AI Features

  • Seeded prompt code - cx.cpq.quote_summary

Create a Generate Quote Summary Action

Complete the following steps to create a GenAI Assist type action.

1. Navigate to the Admin page.

2. Click Process Definition in the Commerce and Documents section.

3. Click on the applicable Commerce process.

4. Select Actions from the Navigation drop-down for the applicable document, and then click List.

5. Click Add at the bottom of the Actions List page.

   1. Enter a Label.

   2. Enter a unique Variable Name.

   3. Select GenAI Assist from the Action Type from the drop-down.

6. Click Add to save changes and open Admin Action editor.

7. Click the Generate Summary tab.

8. Enter the Prompt Name for the Oracle Sales quote summary action.

   Note: The default Prompt Name (cx.cpq.quote_summary) for the Oracle Fusion Cloud Sales quote summary action will only work with the Standard Process.

   For Blank (i.e non-Standard) Processes you need to modify the prompt in Oracle Fusion Cloud Sales to include your list of attributes. Refer to Administration Interface to Manage Prompts Used for Generative AI Features for more information.

9. Click Apply or Update.

10. Deploy the Commerce process.

Pre-Requisites

Prior to enabling the Quote Assist Agent in CPQ, you need to set up an AI Agent for Redwood pages to create a conversational chat experience embedded within transactional pages by uploading PDF document resources. This enables users to ask questions and receive precise, context-driven responses derived directly from the uploaded resources. For more information, refer to How do I set up AI Agents for Redwood pages?

Set Up an AI Agent for Redwood Pages

Enable the Quote Assistance Agent in the Redwood Quote UI & Redwood Quote List

Complete the following steps to display the price waterfall in the Redwood Quote UI.

1. Open or create a Redwood quote, then click Design.

2. Click the view that contains the Line Item Grid. (Products & Pricing is the default view for the Line Item Grid)

3. If the Products Line Item Grid section is collapsed, click the Products Line Item Grid.

4. Click inside a Line Item Grid column.

5. Click Columns 

6. Click Customize Page Properties.

7. Select the Enable Price Waterfall option.

8. Display additional attributes in the Charge Details View for price waterfall.

   1. Click on the desired attribute in the Columns: Applied attributes section.

   2. Select the Display in Price Waterfall option.

   3. Repeat this step for all desired attributes.

9. Designate the Net Price attribute.

   1. Click on the desired attribute in the Columns: Applied attributes section.

   2. Select the Is Net Price Attribute option.

10. Click Live to save the Designer changes.