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Author's profile photo Yogananda Muthaiah

SAP CPQ – Customize your Notification Emails

In this article, we’ll look at some practical ways you can add/modify the standard templates using online editors for sending email notifications to the customers; based on workflow actions.

Getting Started

Selecting a Template

Customizing your Template  — Working from the top down.

Go to SAP CPQ Setup > Workflow/Approval > Notifications

Notifications are triggered by workflow events, like a new order being placed, or an order being failed. They are sent to you, your staff, or your customers, depending on the event as well as your order notification settings.

Each one of these notification templates can be customized to include custom HTML and CSS, which means there’s a lot of room to showcase your brand.

There are currently 10 Standard Email templates are available (2B) and also you can add new notifcation templates using (2A)

To modify the existing template, click one of edit button (pencil icon)

To make beautiful template, you will have to copy the message text and update the new changes in the same area.

Set Email Type : HTML
Set Condition
: 1 should be set for template ( 1 = Active)

HTML Online Editors

Copy the Message text from one of the Notification and paste it to preview or adjust the html, css tags according to the new branding of the customer request.

Make sure that you test!

you’ll have to test each email notification newly added to ensure the output looks right from a customer’s perspective. As developers, we should always be thinking about how the end will look and feel for the customers.

Note : There is no preview functionality to review the notification template.

CTX Tags  – Prepare & Test

CTX tags are used for retrieving certain values from various parts of SAP CPQ.

Assigned Tags

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      Author's profile photo Mehmet Ali Subasi
      Mehmet Ali Subasi

      Hello Yogananda Muthaiah,

      Thank you for this great blog.

      What kind of a path should be followed for users who do not speak English? Is there a way to make it work for multiple languages?

      Best regards.

      Author's profile photo Yogananda Muthaiah
      Yogananda Muthaiah
      Blog Post Author

      Hi Mehmet Ali Subasi

      you will have to create a many custom fields to store the values and convert it to Dictionary..  so you can update the custom field in Notification template for users to see in different languages.