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Copy a CPQ Quote and Link It to a Different Opportunity in Oracle CX Sales

Summary:

In our current Oracle CX Sales and Oracle CPQ integrated setup, Sales Reps create an Opportunity in CX Sales and generate a Quote in CPQ using the standard integration flow.
We have a new business requirement: When a Sales Rep receives a new RFQ (from the same or a different customer), they must be able to copy an existing CPQ Quote and link the copied Quote to a different Opportunity in Oracle CX Sales.

Business Need:
Sales Reps frequently receive RFQs where:

  • The same quote needs to be reused for a different opportunity
  • Or a new customer/opportunity needs the same configuration (In our case we are using config. Model)

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