Start Quoting in The Connected World CPQ
Once registered in the Connectbase Developer Portal, go the Products page to subscribe to the Configure, Price, Quote product. Upon access approval, the user will have access to the Advanced CPQ v3 API.
Use these four steps to get started quoting in The Connected World. The complete reference guide for Advanced CPQ API v3 is here. (Please Sign Up to view the linked details.)
Accounts are the top level of the CPQ workflow. Creating an account should be the first step in the CPQ workflow. Set up with name of Buyer and call once. Once created, use Account ID in each subsequent call.
Request URL: https://api.connectbase.com/advanced-cpq/v3/accounts[?companyId]
A deal consists of a group of locations that will be priced and quoted. Deals are added to accounts and can be used to generate quotes. Once a quote has been generated, new locations cannot be added to an existing deal. When using this method in a program, it is recommended that you create a new deal when a new address needs to be quoted, If you continue to add new locations to an existing deal, the deal locations will aggregate over time and negatively impact quoting performance.
Request URL: https://api.connectbase.com/advanced-cpq/v3/accounts/[account_id]/deals?
Primary combined method that adds locations, allows for product
configurations, and initiates the pricing process synchronously (or
asynchronously if a callback URL is provided)
Request URL: https://api.connectbase.com/advanced-cpq/v3/accounts/{accountId}/deals/ {dealId}/? companyId={companyId}
For asynchronous response, The POST Create Pricing call can include a Callback URL in the request body.
4. GET Prices
Use this method to get prices by quote master id, and state of the quote, where provided. Checks if prices were generated and returns progress status and prices (if pricing action is finished).
Quote Id and Company Id are required parameters. When you run this API, the “externalApiProgress” must = 100 and “transaction status” must = success before the response is considered complete. A transaction status of “In Progress” means that Connectbase is still collecting and formatting results (even if the External API has gathered all its results.
Request URL: https://api.connectbase.com/advanced-cpq/v3/quotes/{quoteId} /prices? companyId={companyId}[&state][&page][&pageSize]
Other Helpful Endpoints
Audit Logs provide details on the status of each supplier pricing call within the Pricing actions during the Quoting process.
Request URL: https://api.connectbase.com/advanced-cpq/v3/audit-logs/%7BquoteId%7D?