Marking Quotes as Primary
- A non-primary quote created from an opportunity exists.
- 'EnablePrimaryQuoteManagement' feature flag in Config Management is set to True. (
GET /api/config-management/v1/configurations/cpq/featuresettings)
Sales users often create multiple quote revisions or alternatives for a single opportunity. However they need to designate one quote as the primary quote so that the opportunity automatically reflects the most current and accurate product and pricing information.
To ensure that only one quote is marked as Primary at any time, CPQ provides a Mark as Primary action button. The button is displayed on a quote page if:
- There is an Opportunity related to the Quote.
- The Quote is not already marked as Primary.
When you create a quote with or without an Opportunity, the Is Primary toggle button is enabled by default and marks the quote as primary. When you create another quote on the same opportunity, enable the Is Primary toggle button, then the Primary checkbox on the previous quote related to the same Opportunity is unchecked.
You cannot delete a quote that is marked as primary.