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Tip Tuesday - Collaborative Quoting

edited Jan 10, 2023 11:48PM in Configure Price Quote

Does CPQ allow multiple users to work on the same quote? This is one of the customer questions we received.

The answer to this is "Yes". Read out to know how?

Creating a Quote is a team effort for many customers. There are often situations where these multiple stakeholders need to simultaneously work together on the same Transaction.

CPQ supports three editing modes for quotes.

  • Collaborative Editing - Multiple users can edit a Transaction at the same time.
  • Transaction Locking - A single user can edit a Transaction at a time and it is locked when opened. Additional users can view the locked Transaction but cannot edit.

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