Do you want to create error-free and appealing quote documents or other documents on your variant-rich products and solutions? Our CAS Configurator Merlin CPQ solution offers various features to create high-quality documents and print them at the end of the configuration process.
In our FAQs, we explain how to use the features of M.Doc and win your customers with appealing documents.
What is M.Doc?
M.Doc is a
function of our CAS Configurator Merlin CPQ solution that includes the
configuration and printing of documents. This function enables you to create
different document types in the M.Model module, for example, quote files or
product descriptions. Here, you define the files that make up the documents and
which contents are displayed. M.Doc is used to manage and link your text
modules. You can then generate or print your documents in any language and
format in the respective modules after you have finished the product
configuration process in M.Sales or M.Customer. The document templates are
created using Microsoft Word or MS Excel which means you can use all design
features and options of both programs.
Create
documents in your custom design and with your company-specific visuals. Text
modules can be assigned to documents in different languages. Thus, you can
generate documents in different languages without any additional effort.
How do I create my documents?
For a
better understanding of the process: imagine structuring your documents
flexibly, for example, just like a scientific study. It consists of an
introduction, multiple content parts, and an end. These various document files
are called text modules in M.Doc. A text module is a Word or Excel document
that you can design using the functions and features of MS Word or MS Excel.
There are general text modules that can be used for any product and
product-specific text modules.
Let's
assume you want to generate a quote for a conveyor belt. First, you define the
text modules with which the quote is supposed to be generated. You decide on
using a general introduction at the beginning and the general terms and
conditions at the end of the quote. The main part is supposed to include all
text modules that concern the conveyor belt. If you now print the document
after you have configured the conveyor belt, all relevant text modules are
assembled into a quote. As soon as the rule applies, the corresponding text
module is adopted in the document. Our infographic illustrates the example
visually.
Which document types can be printed with Merlin?
Here, our
slogan applies once again: "One configurator - endless
possibilities". As limitless as the modeling possibilities, as various are
the number of use cases for possible documents. You can model any document type
using CAS Configurator Merlin. The document you receive is the document you
require as you create and assemble the text modules. You can print documents in
PDF, Word, or Excel format. Using our permission administration, you can grant
rights to different document types, for example, quote or price previews and
the document format to your users. If you want, you can assign fewer document
printing rights to specific users, for example, a select distributor group.
Those users can only download documents in PDF format and need to coordinate
changes or request special quotes. Thereby, you can ensure that all quotes are
checked for technical feasibility, and special agreements are documented on the
configuration form and, thus, in the system.
All
conceivable use cases, from technical quotes to complex legal contracts to
1000-page specification sheets, are possible.
The benefits of M.Doc at a glance
Diverse functions and features
From short and technical quotes to complex contractsDocuments in line with your CI
Using the design options of MS Word and MS ExcelError-free documents
By utilizing predefined document files and the set of rulesHow do I adopt the configuration contents in the documents?
To define which configuration contents are adopted in the document, you can utilize the placeholders in documents. Placeholders are structured in tables for transparency. The placeholders can be divided into two different categories:
- Static placeholders reference a specific file in your configuration and display precisely this file in the later generated document. Examples include date variables, quote parameters, or feature selection (e. g. standard and premium features in cars).
- Dynamic placeholders are used to fill in the tables independent of the configuration. If you, for example, select the feature placeholder, the features of all configured products are displayed in the table.
Which table types are available?
When inserting placeholders into tables, you can choose between different table types. Usually, you create tables once and then reuse them for all products. Thereby, you can avoid duplicate maintenance work. To be able to use the tables for any product, you can filter the tables and sort them by different criteria. For example, you can define that product features which do not result in extra costs if they are included in the product are not displayed in the table. You can individually define the structure of a table.
There are three different table types you can use:
- Quotation table: This table provides an overview of the products in the cart. It displays a clear and structured list containing all configured products, including, for example, their prices and the selected discount level. Product details are not displayed in this table.
- Detail table: Here, you can display details on the configured products. For example, each configured product is displayed in its own table.
- Combined table: This table can be considered a detail table across multiple products. The properties and details of multiple products from your cart are displayed in a table.
Would you like to know more about M.Doc? Contact your CAS Merlin project manager directly or click the button at the bottom of the page to contact our sales team. We wish you every success with your document creation. Win your customers with great quotes!
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Do you have any questions or would you like more information on our CPQ solutions and its document functions? We're here for you!