Zilliant CPQ allows you to download a product template in the Excel format. You can download an empty template or a template with data for specific products.
To download a product template, follow these steps:
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From the application left navigation area, select Products, then go to the All Products tab.
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(Optional.) Select one or more products whose data you want to download.
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(Optional.) Filter products by one or more values.
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Select
.
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On the Download Template dialog, select one of the following options:
- Empty—Download an empty product template.
- Selected—Download a template with data of products you selected in Step 2.
- Filtered—Download a template with filtered product data you selected in Step 3.
- All—Download a template with data of all products.
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Select Download.