Overview of Planning Your Implementation

You must consider several options when planning your implementation.

These options include:

• Selecting a source for the products you're going to be using. See Choose a Product Source
• Determining how to model your products and prices. See Model Your Products and Prices
• Deciding whether to use Quote Line Sync or Revenue Reconciliation Sync. See Quote Line Sync vs Revenue Reconciliation Sync
• Setting which line types get synced in the integration, for example, root lines or part lines. See Options for Quote Line Type Sync
• Determine which user authentication solution to use. See Determine User Authentication Solution
• Optionally use Rollups to include pricing at the model level and summarize the prices of all of a model's children. See Use Rollup Attributes