The Quick Quote feature allows Sales reps to create a simple quote with fewer clicks from opportunity. The Sales rep can directly go to the Catalog page from Opportunity, configure products, and finalize the cart without having to create a proposal in turn reducing the number of clicks. Quick Quote feature is especially meant for creating budgetary quotes where Sales Reps can begin the quoting process by populating the quote header with limited values.
To enable the Quick Quote feature, you must create and add a custom button to the opportunity layout. CPQ populates the critical header fields in the new quote based on the parameters passed in the formula of the button. You can define variable or static parameters. In the case of variable parameters, CPQ retrieves the values from opportunity. You can use the following parameters in the URL as described:
Fields
Required
URL Parameter
Description
Opportunity ID
Yes
businessObjectId
Add the ID of the opportunity to the URL.
Price List
Yes
priceListId
Add the ID of the price list to the URL. You must use one of the following ways to pass the price list.
Add a static value of the price list ID the URL. This is applicable when the quotes are always created with a fixed price list.
Create a Price List lookup field on the Opportunity object and a formula field to store the ID of the selected price list. Pass this formula field value in the URL.
Account
Yes
NA
This field is copied by default.
Expected Start Date
No
expectedStartDate
You must create the field on the Opportunity object with datatype as Date and add the field in the URL.
Expected End Date
No
expectedEndDate
You must create the field on the Opportunity object with datatype as Date and add the field in the URL.
Existing Configure Products URL parameters
No
flow
useAdvancedApproval
asyncFinalize
deferPricingUntilCart
Add the parameters based on your business needs.
The custom fields with the same API name, that are common between both opportunity and quote are also populated.
To create a quick quote custom button on Opportunity
Go to Setup > App Setup>Customize>Opportunities> Buttons, Links, and Actions.
Click New Button or Link.
Fill in the details as explained below.
Fields
Description
Label
Enter the name of the button. For example, Create Quick Quote.
Name
This field is populated automatically when you click the text box.
Description
Enter a description for the button.
Display Type
Select Detail Page Button.
Behavior
Select the behavior based on where you want to display the button