Supported Business Flows

The following diagram summarizes the flow of information between Oracle Sales and Oracle CPQ with a typical integration.

With the integration of Sales and Oracle CPQ, sales users can:

Create quotes in the Quotes and Orders tab in the opportunity details page in classic Sales. After users create the quote, they can return to the quote and edit the transaction details.
Create quotes in the Quotes and Orders tab in the account details page in classic Sales. After users create the quote, they can return to the quote and edit the transaction details.
Duplicate a quote on an opportunity or an account in classic Sales. Duplicating quotes can be a quick method to present alternate solutions to a customer.
Create versions of a quote on an opportunity or an account in classic Sales. Quote versions let users make changes to a quote while retaining a snapshot of the previous state of the transaction.
Open previously generated proposal documents directly in the Quotes and Orders tab in classic Sales accounts and opportunities.
View summary information about a transaction in the Quotes and Orders tab in classic Sales accounts and opportunities.
Sync quotes and quote lines from Oracle CPQ to classic Sales.
View a list of currently active and historical quotes and quote lines in classic Sales Workspace. Search, filter, and sort these quotes and quote lines to locate specific deals and drill into the selected quote.
Create and update revenue lines on an opportunity by synchronizing the opportunity with an active transaction. Once synchronized, the properly validated and priced quote line items are updated on the opportunity to ensure accurate forecasts.
Forecast revenues for one time, recurring, and usage-type pricing.

These use cases describe features that are a core part of the integration. Many other processes and capabilities are available to users in each application.

For details about using Oracle CPQ in Oracle classic Sales, start with Overview of Using Quotes in the this guide.