Resources and Best Practices
- Check out the latest Release Update here
- 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
-
Oracle CPQ + Magento “Login as Customer” — Internal vs External Users and Service Account StrategyContext We are using Oracle CPQ integrated with Magento and Okta for one of our business units. In CPQ: We use Internal CPQ users for CRM access(Dynamics) We use Externa… -
Background image in Document Designer Over the textSummary: Content (please ensure you mask any confidential information): Hello, In a section of the Document Designer we have a background image. However, when we add it,…
-
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… -
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…
-
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…
-
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…
-
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… -
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…
-
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…
-
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… -
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…
-
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…
-
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…
-
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…
-
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…
-
AI based code review and code generationSummary: Hi Team, I am exploring, is there anyway to leverage AI features in Oracle CPQ BML language like AI based code review and code generation with github copilot or… -
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…
-
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…
-
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…
-
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…
-
Display date in MM YYYY format.Summary: Here there is a scenario where the customer wants to see the date in MM YYYY format. Example: 12 2025. Here, the first 2 digits will indicate the month, and the…
-
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…
-
Is there support for mobile aprovals for iphone version OS is IOS 26.1Summary: Is there support for mobile aprovals for iphone version OS is IOS 26.1 Content (please ensure you mask any confidential information): Is there support for mobil…
-
Redwood doesn't allow to place the LIG outside a tabSummary: In JET UI, we were able to place content below all the tabs, including the LIG, so it didn't matter in which tab the user was, user could access the LIG informa…
-
Is it possible to specify the width of LIG columns in Redwood UI?Summary: Column headers in LIG are not displaying correctly and I haven't found a way to fix it in Redwood. In JET UI you could easily set the desired width for each LIG…
-
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 … -
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…
-
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…
-
how to access the selected records in Transactional arrayset?Summary: How to access the selected OOB Boolean in the Transactional arrayset in libraries? Content (please ensure you mask any confidential information): Version (inclu…
-
Redwood UI in CPQ ConfigurationSummary: I Observed that in 25D Oracle released redwood for admin area and even for the Product Configuration section. But do we have a idea on when does the Redwood con…