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
-
Ability for test group to easily switch between Redwood UI and JET UI - some roadblocksSummary: We are almost done setting up Redwood UI for commerce in our test site and want to give small group of test users access. However, they need ability to easily s… -
How to Add a new date attribute to the Date Filter for reportsSummary: Please, help us to Add a new date attribute to the Date Filter for reports We need that new attribute to be in the Date Filter list; we have attached an image i… -
Translations in Commerce Attributes of Oracle CPQ.Summary: My requirement is to bulk upload the translations of the commerce level attribute (header and line both). Manually, it is a tedious process, is there a way by w…
-
Does Using “Save from Form” Affect Commerce Action Efficiency?Summary: Does using the “Save from Form” option significantly affect the performance of a Commerce Action? Content (please ensure you mask any confidential information):…
-
Is there any way to customize the Favorites configuration page?Summary: I would like to know if there is any possibility to customize the Favorites configuration page in the same way we customize the configuration pages for example,…
-
maximum number of characters in a configuration text area attributeSummary: Content (please ensure you mask any confidential information): Hello, I would like to know how many characters are allowed in a text area configuration attribut…
-
Accessing CPQ from FusionSummary: while accessing Quotes from CPQ tab in fusion we are encountering " 404 page not found" error Content (please ensure you mask any confidential information): whi…
-
We need to enable SSO for our Oracle CPQSummary: I seen that SSO will be mandatory for Oracle CPQ application from 26A. However, our org is not yet enabled SSO. Do we need to go with SR to enable SSO? or some …
-
Price lists sync from CPQ to Fusion PricingSummary: We want to sync CPQ Price lists in Pricing Portal to Fusion Pricing. Only Subscription items (Sales product type is SUBSCRIPTION in part data base) are synced t… -
How to customize e-signature report?Summary: We will use e-signature for miscellaneous transactions. How can I customize a e-signature PDF report? I want to add item costs.
-
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…
-
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…