CallidusCloud CPQ Evolution 1999/2008
2002-2005 2006 2007 2008 2009 2010
2002-2005 2006 2007 2008 2009 2010
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  • Version 1.0
  • a.Webcom launches an online catalog
  • b.Webcom provides flexible organization of products into categories
  • c.Webcom provides unlimited products and categories
  • Version 1.1Webcom adds authorization capabilities to it's online catalog.
  • Version 1.2Webcom adds shopping cart and e-commerce functionality to its product catalog.
  • Version 1.3 Webcom adds simple options to products in the online catalog.
  • Version 2.0
  • a.Webcom adds rules engine and redesigns the way it handles options thru a more elegant solution of product attributes
  • b.Webcom introduces concept of product alias allowing different products to use the same configuration with different starting points
  • Version 2.1
  • a.Webcom adds user groups to organize users
  • b.Webcom adds companies to organize usersc.Webcom adds ability to define a user profile to a unanimous user
  • Version 2.2 Webcom adds a (BOM) Bill of Material Module.
  • Version 2.3
  • a.Webcom adds a capability to control product appearance thru tabs and templates
  • b.Webcom adds ability to present attributes graphically
  • c.Webcom adds a capability to reference related products for up-selling
  • Version 3.4 Webcom adds the off-line module
  • Version 3.3 Webcom adds ability to apply rules to shopping cart or quote attributes
  • Version 3.2 Webcom adds a reporting module.
  • Version 3.1
  • a.Webcom adds multi level distribution security module
  • b.Webcom adds ability to hierarchically organize users
  • c.Webcom adds ability to assign and reassign quotes within an organization
  • Version 3.0
  • a.Webcom develops the quotation module enabling CallidusCloud CPQ to function as a full featured CPQ (Configuration Pricing and Quotation Application)
  • b.Webcom enables reverse configuration
  • Version 3.6
  • a.Webcom introduces discounting rules
  • b.Webcom enables system configuration (multi line item configurations) and parent child relationships
  • c.Webcom adds currencies
  • d.Webcom adds ability to use external data sources and ability to import external data from Excel to be used in the configuration process
  • e.Webcom enables positioning of attributes thru rules based or static coordinate calculations
  • f.Webcom introduces effectivity dates
  • Version 3.5
  • a.Webcom adds ability to import and export products between different (unrelated) applications
  • b.Webcom redesigns the BOM module to use HTML client instead of Java Applet Client
  • c.Webcom adds significant enhancements to reverse configuration
  • Version 4.0
  • a.Webcom enhances workflow and approval process
  • b.Webcom enables actions and triggers
  • c.Webcom enables integration with other configurators
  • d.Webcom enhances quote sharing capabilities
  • Version 4.1
  • a.Webcom enhances approval process with email notifications
  • b.Webcom enhances discounting rules, including the consumption and use of external data
  • c.Webcom enhances workflow triggers to include the consumption and use of external data
  • d.Webcam adds customer sharing rules
  • e. Webcom enables unique checkout or order placement experience based on user group
  • f. Webcom enables unique display of existing quotes/shopping carts based on user group
  • Version 5.0
  • a.Webcom adds capability to support unlimited nested configurations
  • b.Webcom adds ability for the user-defined product grouping on a quote
  • c.Webcom enhances adding several simple products to a quote with just one click
  • d.Webcom enhances product cost and gross margin analysis in the support of the discounting approval process
  • e. Webcom adds Solutions Wizard to speed and simplify configuration of multiple products/services simultaneously
  • f. Webcom enables greater level of personalization of custom fields
  • Version 5.1
  • a.Webcom enables true multi-tenant SaaS technology, supporting unparalleled level of branding via stylesheets, XSLTs and images
  • b.Webcom expands market pricing, price book, currency permission rules
  • c.Webcom enhances document generation to include unlimited nested content and conditional content processing with consolidation
  • d.Webcom enhances workflow capability with parallel, as well as serial, approval request processing
  • e.Webcom provides advanced notification with dynamic distribution lists and dynamic content, including dynamically generated attachments
  • f.Webcom extends order management capability to include product fulfillment tracking
  • Version 6.0
  • a.Webcom redesigns shopping cart for maximum flexibility
  • b.Webcom adds additional configuration types to address configurable systems and collections of configurable products in a more elegant manner
  • c.Webcom extends customer info with Ajax lookup
  • d.Webcom provides advanced search and defaults for easier searching and filtering
  • e.Webcom expands e-mail options with order placement to cover any customer role
  • f.Webcom extends leading workflow functionality with dynamic and conditional notification content
  • g.Webcom enhances approval process allowing for more flexible approval rules
  • h. Webcom simplifies workflow administration
  • i.Webcom extends product and user administration with import functions designed to speed deployment
  • j.Webcom improves speed and performance of market leading document generation functionality
  • Version 6.01
  • a.Attribute Use list
  • b.Creating Tables ( formally XLS Tables )
  • c.Sort rules by Importance (previously known as rank)
  • d.Improved CTX syntax builder
  • e.Syntax Builder Improvements
  • f.Rules Nomenclature
  • g.Lookup for Custom Tables (Aux)
  • h. Default or compute custom fields
  • i.Reference a simple product from an attribute value of another product
  • j.Hide prices for user groups
  • k. Design product details page via drag and drop.
  • l. Default and disable catalog view by user group
  • m. Specify sort order of products in the cart.
  • n. Approve a quote via PDA
  • o. Add several configured products to a shopping cart at once
  • p. Assistance with required attributes
  • q. Revisions, Copy and Change Status actions are available in the shopping cart.
  • r. Resize a tree in a tree structure catalog view
  • s. Integration with Microsoft CRM
  • t. Attributes based search
  • Version 6.02
  • a. Basic Price Optimization
  • b. Bulletin Board
  • c. Goal Seek
  • d. Combining several quotes into a project
  • Version 6.1
  • a. Ability to pass a domain name into a registration and login page
  • b. Visual Rule Syntax Display
  • c. XWS
  • d. Selecting Date Range in Configurator
  • Version 6.1.1
  • a. Reorganization of Application Parameters
  • b. Standardized SSO (Single Sign On)
  • c. Ability to use point and click workflow setup to control sending the second level BOM to an ERP system via FTP or HTTP
  • Version 6.2
  • a. Improvements to guided selling and attribute based product search
  • b. Ability for administrator to debug a shopping cart or a configurator while logged in as a user
  • c. Improved export and import of simple products, users and attributes
  • d. Improved ability to monitor CPQ usage
  • e. Admin home page shortcuts to the most commonly used admin sections
  • f. Expanded point and click integration to include any object and any field Improved integration flexibility between CPQ products and products and opportunity line items
  • Version 7.0
  • a. Special pricing and promotions simplifying the application of complex promotions
  • b. Document generation improvements
  • c. Enhanced multilingual data
  • d. Partial orders addressing the needs of master/blanket quotes and partial orders/deliveries
  • e. Advanced offline synchronization triggering workflow actions for CRM integration
  • f. Further B2C ease of use in regards to catalog navigation, quantity inputs and bulk validation
  • g. Enhanced notifications including XLS file attachments
  • h. Product Aliases having effectivity dates
  • Version 8.0
  • a. Communication and Collaboration with Users
  • b. Accept Quote Electronically
  • c. Currency symbol change through setup
  • d. VAT/GST tax settings exposed to admin interface
  • e. Product Setup Wizard enhancements
  • f. Custom Fields for Users
  • g. Attribute Container
  • h. Application translated into Spanish and French
  • Version 8.1
  • a. Utilize attachment API in COD R16
  • b. Individual Currency Exchange Rates
  • c. Floating Guided Selling Responder
  • d. Postal code look-up
  • Version 9
  • a. Collaboration Through CPQ
  • b. Container Enhancement
  • c. Hierarchical Drop Down Search
  • d. Send Attachments in PDF
  • e. Automatic Quote Expiration
  • f. New Tags in CPQ v9
  • g. Ability to Run Bulk Validation into Existing Quote
  • h. Action - Approval Reminder
  • i. Margin Health Boundaries
  • j. Admin to Receive PDA Quote Link
  • k. Control Visibility of Quote Tab Based on User Group
  • l. Rolled-up Cost and Margin
  • m. Improved Performance for Product Collections
  • n. Optimized Customer and Other Quotes Look-up
  • p. New User Registration Email
  • Version 10
  • a. Collaboration Enhancements
  • b. Local Administration
  • c. Product Maintenance Through API
  • d. Permission Groups
  • e. Document Template Preview and Selection