Configure a pricing integration for quotes

  • Release version: Australia
  • Updated May 7, 2026
  • 1 minute to read

    • Configure a pricing integration in Transaction Manager to define where pricing data comes from when quotes are created or repriced in CPQ.

    Before you begin

    The connection to the pricing service must be configured before setting up the pricing integration. For information about configuring connections, see the connection configuration topic.

    Role required: admin

    About this task

    Transaction Manager uses a composable pricing model. Administrators configure where pricing data comes from by setting up a pricing integration that points to the chosen pricing source. The available pricing sources include a third-party pricing service, Sales CRM, managed tables within Transaction Manager, and rules engine-driven pricing.

    Note:
    Pricing requires administrator configuration as a custom integration.

    Procedure

    1. Navigate to All > CPQ Administration > Integrations.
    2. Select New to create a pricing integration.
    3. In the Integration type field, select the pricing source that applies to your implementation.
      Table 1. Pricing source options
      Pricing source Description
      Third-party pricing service Calls an external pricing API to retrieve prices. Requires a connection configured with the third-party service credentials.
      Sales CRM Retrieves prices from the Sales CRM Pricing API. This option requires custom integration configuration until the productized integration is available in Q3 2026.
      Transaction Manager managed tables Retrieves prices from price tables maintained in Transaction Manager.
      Rules engine Calculates prices using Transaction Manager rules. Useful for custom pricing logic defined in the blueprint.
    4. Configure the integration settings for the selected pricing source, including the connection and any required parameters.
    5. Associate the pricing integration with the relevant event in the blueprint so that pricing is triggered when the event fires.
    6. Select Save.

    What to do next

    Test the pricing integration by creating a quote from an opportunity and verifying that pricing is applied correctly when products are added and the reprice event is triggered.