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Implementing proposal templates

Updated on April 14, 2021

Pega provides templates for healthcare proposals that you customize to meet your business needs. For example, you can add your company logo. There are different templates for different healthcare plan types.

Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide

Selecting and customizing proposal templates

Define which templates to use for your proposals.

Note: The BuildPDFPackage activity in the quote request class provides the extension points to implement the PDF proposal generation. If you installed the application's sample data during installation, then the default values for the BuildPDFPackage activity come from the sample data. Replace the sample data with your own data.
  1. In the navigation pane of Dev Studio, click App.
  2. On the Classes tab, type PegaHCSPM-Work-QuoteRequest, and then press Enter.
  3. Expand Integration-Mapping, and then expand EForm File.
    Result: The window shows a list of the Pega-provided PDF templates.
  4. To view and customize a template, select the form in the left pane, and then click Download file.
  5. To upload a customized template, repeat the previous steps, and then click Upload file.
What to do next: To assign a Pega-provided or customized template to your proposal types, see the "Configuring proposal templates" section.

Configuring proposal templates

Select the PDF templates to use for your healthcare proposals. You can select a template for the cover page, and for each plan type.

Before you begin: Before you configure which templates you will use, review the Pega-provided templates and customizing the templates if needed. For information, see the "Selecting and customizing proposal templates" section.
  1. In the header of Dev Studio, search for and select the crmAppExtModel data transform with the Applies to class of PegaHCSPM-Data-AppExt.
  2. Scroll to locate the following Targets, and then enter the value of a PDF template file in the Source field:
    • .PDF_CoverSheet – The PDF template for the cover sheet.
    • .PDF_BronzeHMOSBC – The PDF template for your Bronze HMO plan details.
    • .PDF_SilverPPOSBC – The PDF template for your Silver PPO plan details.
    • .PDF_BronzePPOSBC – The PDF template for your Bronze PPO plan details.
    • .PDF_PlatinumPPOSBC – The PDF template for your Platinum PPO plan details.
  3. Click Save.

Tags

Pega Sales Automation 8.7

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