Skip to main content

Final Step: Testing the Workflow

In this final chapter of the tutorial, we will test the workflow to ensure everything functions correctly.

Step 1: Running the Workflow​

To begin testing, click on the Run Workflow button.

Start Running Workflow

Step 2: Selecting Products​

Choose one or more products to include in the quote. For this test, let's select:

  • Home Security System
  • Home Fire and Smoke Detection

Since the customer is a senior citizen, we will apply the senior citizen discount.

Select Values in the Form

Step 3: Reviewing the Generated Quote​

Click Next to proceed. Here, we can review the quote that has been generated based on the selected options in the guided selling form.

The quote should correctly display:

  • Selected product bundles: Home Security System and Home Fire & Smoke Detection
  • Applied discount: The senior citizen discount should be applied correctly.

Review Generated Quote

Step 4: Reviewing the Generated Document​

Now, we can see the full document that has been created based on the predefined template. If we scroll down, we should see the quote that was generated in the previous step, with all applied discounts correctly reflected.

Review Generated Document

Step 5: Completing the Process​

Click Next to finalize the document creation. The document will now be stored in PandaDoc along with other generated documents.

To verify, navigate to your Documents List in PandaDoc, where you should see this newly generated document listed.

See Document in the List of Docs

Congratulations! 🎉 You have successfully tested the workflow and confirmed that the guided selling process, quote generation, and document creation steps are working correctly.

This concludes our tutorial on setting up a complete CPQ workflow using PandaDoc CPQ.