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CX-CPQ integration - duplicate quote functionality

in Configure Price Quote 1 comment

Summary:

In our implementation, the business does not want their users to copy quotes. They either want them to version them or create a new quote. I know how to disable this in CPQ, but I cannot seem to find a way to disable this feature so that the menu option in CX is not visible either. Has anyone else run into this? I am not sure if I should ask this in the CX or CPQ forum (will probably post in both), but hoping someone here will know the answer.

Content (required):

We have are using OSC to connect CX and CPQ. On the CX side, there is an actions attribute that drops down from the embedded quote object in CX that says "Duplicate." We assumed this was associated with "Copy Quote" in the CX parameter settings. I have tried removing copy quote from the CX integration parameters but the menu option is still there in CX.

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