Transaction Objects

Transaction objects are the output of Cotiza CPQ. User decisions—guided by Admin Object records—determine how these records are populated and updated throughout the quoting lifecycle.

Record lifecycle

Stage	Primary objects
Quoting	Quote, Playbook Answer, QuoteLineItem
Approval	Quote Approval, Quote Approval Step, Quote Approver
Proposal	Quote Proposal, ContentVersion
Sync	Opportunity, OpportunityLineItem (updated from Quote)
Contract	Contract, Contract Entitlement, Contract Playbook Answer

Objects

Object	Description
Quote	Standard SFDC Quote; primary output record from a Playbook
Quote Line Item	Standard SFDC QuoteLineItem; product line item output
Playbook Answer	Stored answer for a Playbook Question
Quote Approval	Output for a Playbook Approval
Quote Approval Step	Output for a Playbook Approver Group
Quote Approver	Output for a Playbook Approver
Quote Proposal	Generated proposal document from View Sections
Opportunity	Standard SFDC Opportunity; parent of Quote records
Opportunity Product	Standard OpportunityLineItem generated from synced Quote Line Items
Contract	Standard SFDC Contract after deal finalization
Contract Entitlement	Entitlement record on a Contract
Contract Playbook Answer	Stored Playbook answers on a Contract
Content Version	Standard ContentVersion used for generated proposal files

Related guides

• Creating Quotes
• Quote Line Items
• Generating PDFs