You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Copy quote and Duplicate quote

in Configure Price Quote 3 comments

Requirement: Identify quotes copied from OSC using "Duplicate" action vs identify quotes copied from CPQ using "Copy" quote action.

When quote is copied using Duplicate in OSC, then retain Opportunity attributes (like Opportunity ID, Opportunity Name).

When quote is copied using Copy in OSC, then blank out Opportunity attributes. No opportunity link for quotes which are copied in CPQ quote manager.

Hence, we need an identifier.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!