Can you automatically attach a CPQ Quote to an Opportunity? — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Can you automatically attach a CPQ Quote to an Opportunity?

in Sales 1 comment

We are looking to automatically have the CPQ Quote attached to it's Opportunity. We'd like a copy of the PDF quote that's generated to be added as an attachment to the Opportunity, so it's easier to access the finalized Quote.

Is there a way to do this with Redwood Sales or in CPQ?

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!