Use Cart Templates in Enterprise Sales Management (Managed Package)

Save time and ensure accuracy by using Cart Templates to accelerate your quoting process in Enterprise Sales Management. To eliminate manual configuration of complex products for every new quote, admins can pre-configure these templates in the system and make them available for your use.

This feature is part of the Communications Cloud managed package.

Cart templates:

• Accelerate the sales cycle by populating a working cart in less time.
• Use standardized, easy-to-use configurations to reduce quote rejections and rework.
• Ensure customers receive consistent pricing and product structures regardless of who builds the quote.

• Configure Permissions for Enterprise Sales Management Cart Templates (Managed Package)
  As an admin, you first enable cart templates at the organization level. After the org-wide setting is active, you can optionally configure user-specific settings to control which users can apply templates to the Enterprise Sales Management working cart.
• Understand Cart Template Contents
  Accelerate quoting by using reusable cart templates that standardize complex product configurations and eliminate repetitive work.
• Create a Cart Template
  Follow the instructions to create a cart template.
• Approve and Set Up Validation
  Complete the template setup by approving it and adding tags for better searchability. Optionally, implement custom validation logic to display location- and subscriber-based eligibility warnings.
• Apply Template to a New Quote
  After creating an enterprise quote, approved templates matching the quote's price list are available in the Cart Templates tab for application to the working cart.