Audience and Scope

Read this guide to understand how to implement and support the integration between Oracle classic Sales and Oracle Configure, Price, and Quote (Oracle CPQ).

This guide is for new Oracle CPQ customers setting up the Oracle CPQ Reference Application. The Reference Application includes all of the Oracle CPQ implementation artifacts described in this guide. This guide assumes that you have Oracle classic Sales and Oracle CPQ installed, and that you're already familiar with the two applications.

Note: Existing customers implementing the integration need to adapt these steps to their implementation (instead of the Reference Application).

Audience and Scope

This guide explains integration features that let classic Sales users:

• Create quotes in Oracle CPQ from classic Sales accounts and opportunities.

• View and edit those quotes by adding products and pricing information.

• Generate sales proposals and contracts.

• Save the quote details back to classic Sales for use in forecasts and reports.

To set up and use other standard features, see the Sales and Oracle CPQ documentation on Oracle Help Center.

You can use this guide as a starting point when connecting classic Sales and Oracle CPQ to create value-added business processes and user experiences. Consider the business outcomes you want and your users' individual sales processes when configuring the integration, and adapt accordingly. Each implementation is unique and could require additional steps not specified in this guide. The steps in this guide represent a baseline that you can combine with additional integrations and customizations.

This guide describes features available to users under Oracle classic Sales and Oracle CPQ licensing agreements.