Skip to content

Tacton CPQ - Document Generation Coaching

At cpq.se, we pride ourselves on being the best coaching partner for any document generation challenge. Our team includes world-leading expert Paulina Hermansson, who brings a wealth of knowledge and experience to the table.

Document generation is a powerful tool that allows businesses to create professional documents based on dynamic data from a configuration system. This can be a valuable resource for businesses looking to streamline the process of creating and managing complex sales quotes, as it allows sales teams to quickly and accurately create customized proposals for customers.

Tacton CPQ (Configure, Price, Quote) is a software application that helps businesses automate the process of creating and managing sales quotes. It includes tools for pricing, proposal generation, and order management, and also includes a document generation feature.

Using document generation in conjunction with Tacton CPQ can help businesses to streamline the sales quoting process and improve the efficiency and effectiveness of their sales teams. By creating templates that include tags, conditional statements, and loops, businesses can create custom documents that include information such as product lists, pricing, and customer data. This can lead to improved customer satisfaction and increased sales.

At cpq.se, we offer comprehensive training programs that cover everything you need to know about document generation, including:

  • The basics of document generation and how it is used to create professional documents based on dynamic data from a configuration system
  • How to create templates for document generation, including the use of tags, conditional statements, and loops to include dynamic data and control the inclusion of certain content in the document
  • The object model of the configuration system, which is used to understand how to reference data in the system using tags
  • Best practices for creating and maintaining document generation templates, including tips for formatting, styling, and testing the templates

In conclusion, cpq.se is the perfect coaching partner for any business looking to master the art of document generation. With a team of experts led by world-leading expert Paulina Hermansson, businesses can be confident that they are receiving the best possible guidance and support in their journey to improve their efficiency, accuracy, and customer satisfaction.

Don't miss out on this opportunity to take your business to the next level. Contact cpq.se today to learn more about our document generation training programs and start your journey towards success.

 

You've reached the end of the page...

Ready to learn more? Check out the online ebook on CPQ with the possiblity to book a CPQ introduction with Magnus and Patrik at cpq.se