Resources and Best Practices
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- CPQ Help Center
- Hey Hello! Quick guide for helpful CPQ resources and links
- Discover CPQ Best Practices: Get to know CPQ features, migration tips, and more!
- Configure, Price, Quote [CPQ] learning subscription - Earn the Explorer Badge!
- Implementation and Management Series: Plan and prepare for your Oracle CX implementation
- Oracle CPQ How-To's: Short videos about CPQ
To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Configure Price Quote
Discussion List
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Share Your Feedback: NextGen CPQ Redwood Administration ExperienceHi Everyone, We want to hear directly from you! Your feedback plays a key role in shaping the future of Oracle CPQ, and this thread is dedicated to gathering your insigh… -
Quick Tip Video: Search Parts with Parts Custom Fields in Add Products in the Redwood Quote UISummary: Beginning in Oracle CPQ 25B, Add Products in the Redwood Quote UI will also utilize search-enabled Part Custom Fields for product search criteria and display in… -
Oracle CX AI & Redwood Enablement SessionsWe invite you to join us in person for these full day, hands-on AI and Redwood enablement sessions. Don’t miss this opportunity to accelerate your transformation journey… -
Call for Use Cases: Table-based Configuration RulesHi Everyone, As you know, we’re releasing a new Redwood administration experience in Oracle CPQ with 25D. On a future release, we'd like to redesign the definition of Ta… -
New! AI Agent Collaboration CenterWe are excited to introduce the AI Agent Collaboration Center – a dedicated space for our community members and Oracle, to showcase, exchange and explore real-world AI A…
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Training Implementing Configure, Price and QuoteA collection of videos and resources to help you implement CPQ. This list is ever changing, so bookmark this post and come back soon for more videos and links. Introduct… -
The action 'Approve Submit' has been performed successfully why is not receivedSummary: Hello All, When the approver approves the quote through email, but the approver does not receive any notification from the CPQ as The action 'Approve Submit' ha… -
Help with Mongo filter on Transaction Dynamic Menu and Or conditionSummary: we are trying to create an OR condition using MongoDB in Dynamic Menu. But its not working Content (please ensure you mask any confidential information): Versio…
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Images added from file manager into RTE Text template appears brokenSummary: I added a new template to RTE attribute which has image from file manager. It appears correctly when I completed this change from Text template library. But whe… -
Copy a CPQ Quote and Link It to a Different Opportunity in Oracle CX SalesSummary: 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 inte…
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Enabling Audit trail in CPQHi, We have a specific business requirement in CPQ to enable audit trail on few fields. is there a OOB way to achieve this? or can we use attributes with data type as "H…
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Best place to store large qty of images and show them on CPQ screens based on different conditions.Hi All, We have a requirement where large number of image files will be placed in FTP folder and these images need to be showed on CPQ screens based on different conditi…
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JournalBinaryStore has been disposedSummary: Hello Team We have a config screen , which is being used to setup data using buttons on the UI using Catalog setup. Eg : Update Pricelist , Update Shipping info…
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CPQ Eligibility Rules LimitationsWhat are the practical and system-defined limitations of Oracle CPQ Eligibility Rules? Specifically: Is there a maximum number of SKUs or customers that can be handled e…
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Files embedded in document designerSummary: Hi, I'm working in Document Designer and I'm embedding files, but they're not displaying completely; it's as if they're zoomed in. Do you know how I can fix thi…
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How to send the Final Approval notification to submitter and approvers of the quoteSummary: How to send the Final Approval notification to submitter and approvers of the quote Content (please ensure you mask any confidential information): Version (incl…
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How we can import the line items in parent-child using excelSummary: How we can import the line items in parent-child like 1.0, 1.1, 1.2, 1.3... then 2.0, 2.1,2.2, 2.3... and so on using excel 1.0 will me model and 1.1, 1.2 so on… -
How to reject the old quotes from Production after go-liveSummary: How to reject the old quotes which were in approval pending stage before go-live. Content (please ensure you mask any confidential information): How to reject t…
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Email action transitioning to next step immediately on click even though user selects Cancel buttonSummary: Email action transitioning to next step immediately on click which of way i am getting permission issue to send email as prior to email sent the step transition…
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Redwood Themes: Are OSC and CPQ Redwood Themes Aligned?We are using Oracle Sales Cloud and Oracle CPQ and moving to Redwood. Requirement: Keep the themes, colors and fonts, sizes, UI UX same for OSC and CPQ. Does Oracle have…
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Managed Package v8.8 - SFDC Opportunity id is not stamping on CPQ QuoteSummary: SFDC Opportunity id is not flowing to Oracle CPQ Quote, followed the steps mentioned as per KB19756 Content (please ensure you mask any confidential information…
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CX-CPQ-Integration-Quote not reflecting in Opportunity in REDWOODSummary: We have used the standard Integration for CX Sales Opportunity to CPQ, the quote is getting associated to Opportunity in Classic but not visible in Redwood. Can…
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How to leverage same Salesforce Managed Package solution for both CRM & PRM to access Oracle CPQ?Can we leverage same Salesforce Managed Package solution for both CRM & PRM to access Oracle CPQ? or do we need different/separate Managed Package for each experience ?
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header freezingSummary: Hi, is it possible to prevent the quote header from freezing? When I scroll down, it always stays at the top of the screen, and they don't want that; they want …
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Quotes emails sent from Oracle CPQ are put in quarantine by the Microsoft security systemSummary: Hi All, One of our customers recommends using Microsoft 365’s SMTP server to send emails from the Oracle application, instead of allowing Oracle’s servers to se…
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Help with Mongo filter on Transaction Dynamic MenuSummary: I want to dynamically filter a dynamic menu. I have an attribute that contains a comma delimited string that I want to use to filter. I get The query is invalid…
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Getting error as - "An error occurred while communicating with the partner site."Summary: When creating a quote, we are getting this error as - You have attempted an action that could not be completed. Please verify if the service is available, or co…
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Redwood Quote List "My Quote" searchHi, I have asked the AI Support Assistannt how to create a "My Quotes" search in Redwood Quote List so sales users only can see their own quotes and it gives me the foll… -
What does mean by direct login discontinue in CPQ from 26 ASummary: Notification received from Oracle which says direct login page login method will not be available from 26A. Does this mean that CPQ login page like below screen…
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Copy Quote and Eligibility RulesContext: Inside sales need the ability to Quick Add specific SKUs. Current solution: Add a new user group (GL Pilot) which will identify inside sales. Eligibility rule w…
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Can we use nested queries to query a data table using bqmlSummary: Can we use Nested queries in bmql to query a data table Content (please ensure you mask any confidential information): Version (include the version you are usin…
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CPQ Redwood UI – In Rich Text Editor insert table option in the toolbar is not availableIn Oracle CPQ Redwood UI, the Rich Text editor does not show an Insert Table option in the toolbar (available in Classic UI). Is this a designed limitation of CPQ Redwoo…
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How to show "Selected Items" count In Different TabsSummary: We have a requirement to show "Selected Items" count present in the "Line Item Grid" tab within different tabs (Copy Config Items). Please help us with you inpu…
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Can we update transaction attribute using BOM Attribute Mapping tableCan we use BOM attribute mapping table to update transaction (Quote) level attribute, what should be the Target Type in this case. we understand that LINE_ATTRIBUTE is u…
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Can we keep on using direct login page after 26A upgrade?We have a new implementation going on in CPQ and we still haven't connected with any other fusion application. After 26A upgrade the direct login will not be available t…
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Missing Quotes and Opportunity Products in Salesforce from CPQSummary: Sometimes, Salesforce Opportunities are missing the associated quote or products even though the quote exists in CPQ. We ensure that the quote is saved when it …