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Question on Integrating Incomplete Transactions into CPQ

in Configure Price Quote 2 comments

Summary:

Looking for best way to integrate incomplete transactions to CPQ.

Content (required):

We have a requirement to bring in quotes initiated in external systems into CPQ. However the quote may not have all the complete information as per existing business process of manually created transactions.

Existing process for this integration is manual - where users pull details of such quotes into Configuration section, fill in missing details and then create transaction. Client is looking to automate this process now.

As per our understanding, we cannot have integration bring in details into configuration section for users to pick it up later - we will have to bring in quote into commerce directly. Hope this understanding is right.

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