on ‎2019 May 07 10:36 PM
How can we generate mass quotes from C4C Sales or Callidus CPQ? Trying to determine if this is do-able, or if it will require total customization.
Request clarification before answering.
Hi Kathleen,
in case you are still searching: you can do this - for example - via the Data Workbench > Import > insert and, for example, individual object: sales quote object.
Please also see: Create Sales Quotes and the KBA:
2540377 - FAQ for Sales Quotes 2781260 - Mass Cancelation of Sales Quotes via Data Workbench
The KBA can be opened via Browser.
Regards,
Vivien
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