Setup Prerequisites

Before sales representatives and legal teams can exchange quotes and contracts in the CPQC integration, administrators must adjust the respective settings on both sides.

SAP CLM Integration User

An integration user must be created in SAP CLM to enable the user to seamlessly move between products and perform the integration tasks. The integration user should at least have the permission to view quotes. Additional actions (e.g. quote editing) can be enabled for the user as well, depending on the SAP CPQ model. Users are matched by the email/username (the username of the SAP CLM user must match the email of the SAP CPQ user). Please contact SAP CLM support team to have them create an integration user for your CPQC. You will receive integration details that you must enter in the provider settings in SAP CPQ.

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