Mobile Overview

Overview

Oracle CPQ browser-based solution for Mobile offers customers: better security control, lower maintenance cost, and improved user experience.

Mobile users can present complete quotes to a new prospect, configure quotes, and create/edit quotes on a pre-configured or newly configured item. Quotes can be created, edited, saved, submitted, and approved.

Mobile benefits sales users, who are out in the field, the most. It improves win rate, reduces sales cycle time, and involves the end customer in a collaborative quoting experience. Organizations that leverage collaborative selling on mobile devices also reduce their sales expenses and differentiate themselves from their competition. Customers can use Oracle CPQ on a mobile phone or tablet device and have the option of viewing the Oracle CPQ mobile UI in either portrait or landscape orientation.

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Mobile functionality

• Layout is organized into one column to reduce the need for horizontal scrolling
• Parts Search and Parts Search Results have a Mobile-optimized page

• Mobile layout support for Configuration and Commerce

• Device-specific field display

• Optimized page load and design

• The Mobile Navigation button, which appears in the left corner of the topmost header bar, contains links from the Commerce and Subheader Navigation menus. Links will dynamically hide/show for each user, depending on the permissions set for their user type. Admins can set permissions under Admin Home Page > Navigation Menus > List Links > Customize Menus.
• For information on using approval workflows with mobile CPQ, see the topic Mobile Approvals.

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Notes

Mobile functionality takes advantage of the native functionality of mobile devices. For example, a tablet already has an interface for date pickers, drop-downs, and number keypads.

Mobile functionality uses automated caching to enhance performance. If the cache becomes corrupted, the user receives an error message and must refresh the page.

Related Topics

See Also