Sync Primary Quote to Opportunity

Designate a quote as primary and sync the quote's lines to the opportunity. When sync is enabled, any changes to the quote's lines are synced to the source opportunity lines. An opportunity can have only one quote marked as primary and enabled for sync.

Before you begin

Role required: admin

Before configuring the sync feature, complete the following instance setup:

1. Activate the Quote Experience plugin (App ID: sn_quote_mgmt_adv).
2. Submit a support ticket requesting to enable the Sync Quote to Opportunity tenant setting.
3. When the tenant setting is enabled, export and import the transaction blueprint.

About this task

The sync feature uses the following system objects to control the sync between a primary quote and its source opportunity.

Table 1. System objects for sync to opportunity

Type	Display name	Variable name
Field	Is Synced to Opportunity	txn.opportunity.isSynced
Field	Opportunity Line Item	txn.line.opportunity.lineItem
Event	Enable Sync to Opportunity	txn.syncToOpportunity.enable
Event	Disable Sync to Opportunity	txn.syncToOpportunity.disable
Integration	Sync to Opportunity	txn.syncToOpportunity.updateStatus

To configure the feature, add a button for each sync event to the layout, configure the event properties, and optionally restrict event access by stage.

The following snapshot helps you understand the event configuration to sync the quote to opportunity.

Procedure

Add buttons to the layout

1. Navigate to All > CPQ Administration > Transaction and open the blueprint.
2. Select Layouts.
3. Add a button to the layout for each sync event: Enable Sync to Opportunity and Disable Sync to Opportunity.

Configure the Enable Sync to Opportunity event

4. Open the properties for the Enable Sync to Opportunity event.
5. Add the Sync to Opportunity integration (txn.syncToOpportunity.updateStatus) to the event.
6. Set the Event Access for the event.

Configure the Disable Sync to Opportunity event

7. Open the properties for the Disable Sync to Opportunity event.
8. Add the Sync to Opportunity integration (txn.syncToOpportunity.updateStatus) to the event.
9. Set the Event Access for the event.

(Optional) Restrict event access by stage

10. Optional: In Views, adjust the access to the sync events for each stage.
    This configuration lets you set the sync events to No Access on specific stages.

Result

When a user selects Enable Sync to Opportunity, the quote's lines sync to the source opportunity lines, and subsequent changes to the quote's lines continue to sync. When a user selects Disable Sync to Opportunity, the sync stops.