Create a quote transaction stage

Create a stage in the Transaction Manager administration interface to define a phase in the quoting process, set entry criteria, and configure what happens when a user opens a transaction or remains inactive in that stage.

Before you begin

Any rule groupings or integrations you want to assign to this stage must exist before you configure the stage settings.

Role required: admin

About this task

Stages define the phases a quote passes through from creation to completion. Each stage can be associated with rule groupings and can have entry criteria that control when a transaction can enter it. You can also control what happens when a user opens a transaction in the stage and what happens when a user remains inactive for a defined period. The stage variable name is set when the stage is created and cannot be changed afterward.

Procedure

1. Navigate to All > CPQ Administration > Transaction > Stages.
   The Stages list is displayed by default.
2. Select + New Stage.
3. In the Name field, enter the name of the new stage.

   As you type, the name is mirrored in the Variable Name field in camel case with spaces and special characters removed. For example, entering Pending Approval produces the variable name pendingApproval. To enter a custom variable name, select the pencil icon to the right of the Variable Name field.

4. Select Save.
   The stage editor opens with three configurable areas: rule groupings, entry criteria, and stage settings.
5. Optional: To associate rule groupings with the stage, use the Rule Groupings menu to select the rule groupings to assign.

   Rule groupings assigned to a stage execute when the stage is entered and when users update fields or run events while in the stage.

6. Optional: To configure entry criteria, select Entry Criteria and then select Take Action When to choose the condition logic method.
   • Select Always True if the stage has no entry conditions.
   • Select Any Conditions are Met to advance when any condition is true (OR logic).
   • Select All Conditions are Met to advance only when all conditions are true (AND logic).
   • Select Custom Logic to combine AND and OR logic using parentheses.
7. Optional: Select + Add Condition to add each condition.
   For each condition, select the field to test, the operator, and the test value.
8. Select Save to save the stage configuration.
9. In the Behavior on Open Transaction area of the stage editor, select Edit Settings.

   This area controls which rule groupings and integrations run when a user opens a transaction in this stage.

10. Optional: Enable the Refresh Product Data toggle to refresh the transaction's product data each time a user opens the transaction in this stage.
11. Optional: Select Add New Action and choose a rule grouping or integration to run when the transaction opens.

    Repeat this step for each additional action to run on open.

12. Optional: In the Behavior on Idle Timeout area of the stage editor, activate the toggle to enable idle timeout for this stage.

    Idle timeout defines an action that triggers after a user is inactive for a period you specify. A user is considered inactive when there are no clicks, interactions, or key presses. You can define one idle timeout event per stage. If the event fails on its first execution, it is not retried or requeued.

    Tip:

    Set the idle time carefully to balance user convenience with session management and system efficiency. Test all configured rule groupings and integrations in a non-production environment before enabling them in live stages.
13. Optional: Select Edit Settings next to Behavior on Idle Timeout.
14. Optional: In the Idle Time Before Actions Run field, enter the period of inactivity that must pass before the configured actions trigger.
15. Optional: Select Add New Action and choose the action type to run on timeout.

    Action type	Use when
    Rule group	You need to execute conditional logic on timeout, such as updating fields or modifying the quote UI. For more information, see Quote transaction rules and rule groupings
    Integration	You need to call an external API or service on timeout, such as logging inactivity events, sending notifications, or updating external records. For more information, see Quote transaction integrations

    Repeat this step for each additional action to run on timeout.

16. Select Save to save all stage settings.
    The stage is saved with its rule groupings, entry criteria, and configured stage behaviors. The stage is available in the Stages list and can be associated with a blueprint layout.