Overview of the creation of an Advanced Offering

When to create an Advanced Offering, how to create one and the different elements needed to build up a powerful Quoting Portal for all your needs.

When should I create an Advanced Offering?

You should create an Advanced Offering as soon as you know that it doesn't work with fixed prices. For example, if you are selling a product where each one costs 5.00 € a Fixed Price Offering will work fine. But if you wish to offer custom printing for example, an Advanced Offering will be needed.

How to create an Advanced Offering

To create an Advanced Offering, navigate to your dashboard, after which you click on Offerings in the menu, and + New. Now you get to choose between Specialised, Fixed Price Offering or Advanced Offering - choose Advanced Offering. Give your Offering a title and an unique identifier. Usually, you will want to name it according to what you will be selling, or the kind of service you will be providing.

After you create it you will be brought to the Offering editor. For now, you can't do much until you have created a Form Pipeline and a Yield Pipeline.

How to create a Form Pipeline

Form Pipelines is what the customer will see when they enter your Quoting Portal, and where they will enter the information about what they are buying. Form Pipelines can also be used to display Quote Info showing what they have selected. You create a Form Pipeline by clicking on Form Pipelines in the menu, then + New - after which it will ask you for a title and unique identifier. You can name it the same as the Offering.

How to use a Form pipeline

To start off you will want a form to be filled in on your Quoting Portal asking questions from your customer. If you provide a car-rental service, you may want to know how many days they want to rent it, which model, how far they expect to drive, and from that give an estimated price. Here's a guide on how to set up user inputs on a Form Pipeline. After we've got all the your inputs you need, we can do calculations on them.

First, drag the outputs you need from each block, to the Outputs section at the bottom of the Form Pipeline you have been working on:

This is what will get passed on to the Yield pipeline where all calculations is made.

How to create a Yield Pipeline

To create a Yield Pipeline, click on Yield Pipelines on the left, and + New, after which it will ask you for a title and unique identifier. Title, in most cases, can be the same as offering title. More into detail how to actually use a Yield Pipeline in this article.

Once done, it could look like following:

Quote outputs is what will be shown on the sub-rows once you are ordering something, describing what you are buying and how much the item costs.

Connecting Form Pipeline with Yield Pipeline

To be able to connect the two pipelines, you will have to navigate back to the Offering we created earlier. There, under Yield Pipeline, you can choose the one you created. After that, to the left, choose the Form Pipeline just created.


Now connect the User Inputs (Form Pipeline outputs) with Calculations (Yield Pipeline inputs):

Sub-rows

To be able to show the price of the product or service you are providing, you have to create sub-rows. Those are the ones that show what costs and how much. More into detail how to add sub-rows and effectively use them to showcase prices in this article.

Summary

To create an advanced offering you need at least one Form Pipeline, which is what the user will see, and from where you will get data to do price calculations.

Data is then passed on to Yield Pipeline, where you most likely also will use Process pipelines that do the calculations.

Selected outputs from an Yield pipeline will end up as sub-rows on your Quoting Portal, to show what the total cost will be. Some outputs will also end up in Quote info, which you can read about in this article.

If you are interested in seeing how an Advanced Pipeline could be built up from start to finish with a good real life example, eventually doing a similar Offering yourself, here's a tutorial.

Example end product

Quote info