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Collaborative Quoting Overview (Doc ID 2546322.1)

Last updated on JANUARY 20, 2023

Applies to:

Oracle BigMachines CPQ Cloud Service - Version 19 B and later
Information in this document applies to any platform.

Purpose

The purpose of this document is to provide an overview of the collaborative quoting functionality introduced in CPQ Cloud version 19B.

For many customers, creating a quote is a team effort that requires several people with different knowledge, responsibilities, and concerns. There are often situations where these multiple stakeholders need to simultaneously work together on the same Transaction to complete it quickly. The entire sales team may need to collaborate to deliver a quote before a fiscal deadline, a holiday, or key milestone in a sales cycle.

Details

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In this Document
Purpose
Details
 Concurrent Editing of Quotes
 Enabling Collaborative Editing
 Current Editor Display
 Real-Time Activity Display
 Lock Action
 Unlocking a Transaction
 Create a Commerce Lock Action
 Granular Activity History Tracking
 Commerce REST API Enhancements
 Revision Id Paramter
  
Focus Object
 
Tips and Considerations

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