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CPQ Settings

The CPQ Settings page allows administrators to configure default behaviors and requirements for Sales Quotes, Sales Orders, and Payment processing.

To access these settings, navigate to Setup > Settings.

Sales Quotes

Default Additional Notes

Administrators can define a default block of text that will automatically appear in the Additional Notes section of every new Sales Quote. This is useful for: - Standard terms and conditions - Warranty information - Default expiration notices

These notes can still be modified on a per-quote basis by users.

Sales Orders

Payment Required to Change Status to RELEASED

When enabled, a Sales Order cannot be moved to the RELEASED status unless a full payment (or a required deposit) has been successfully processed through the integrated payment processor. - Yes: Enforcement is active. The status change will be blocked if payment is missing. - No: Orders can be released regardless of payment status.

Allow Purchase Orders

This setting determines whether customers are permitted to use Purchase Orders (PO) as a payment method. - Yes: The PO field and payment method will be available. - No: Customers must use other payment methods (e.g., Credit Card).

Payments

Payment Processor

Select the active payment processor for the instance. Integrated payment processors handle secure credit card transactions and automated status updates. - None: No electronic payment processing is active. - Integrated Provider: (e.g., Stripe, CardConnect) Select from the list of configured integrations.

[!NOTE] Payment processors must first be configured under Integrations before they appear in this list.