In the admin menu, click Infrastructure > Tools to see high-level tools & downloads used by some administrators.
| Tool | Description |
|---|---|
| Download Capture Tool |
Downloads the installer for the Capture Tool, which is used for capturing output fields from templates. Note that currently, both the Output Builder and Capture Tool can be installed from the same installer. Learn more about how configurators can build documents.
|
| Download Output Builder |
Downloads the installer for the Output Builder, which is used for building CAD outputs inside your company network. Note that currently, both the Output Builder and Capture
Tool can be installed from the same installer.
|
| Pull Salesforce Products |
If you use our integration with salesforce.com, this can synchronize your Epicor CPQ products with your salesforce.com products. Specifically, for all products in your connected salesforce org (or just those that meet the optional SOQL where clause, if you provide it), this button will ensure that Epicor CPQ has a matching product for it.
|
| Copy From Production |
Clicking this button will copy the entire design of your DEV environment into the staging DEV environment. This overwrites any existing data in the staging DEV environment (Products, Quotes, Customers, etc.) However, any existing media or templates in the staging DEV environment won't be deleted. This task can take several minutes to finish. (This option is visible in the Preview or Next sites) |