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Overview

The Create Quote Version operation for the "Quote" resource in this n8n node allows users to create a new version of an existing quote within the Opencell CPQ (Configure, Price, Quote) system. This is useful in scenarios where quotes need to be revised or updated over time, such as when negotiating with customers, updating pricing, or changing contract terms. For example, a sales team might use this operation to generate a new version of a quote after adjusting the start and end dates or adding a short description.

Properties

Name Type Meaning
Authentication options Selects the authentication method: Basic Authentication or OAuth2.
Quote Code string The unique code identifying the quote for which a new version will be created.
Status Date dateTime The date representing the status of the new quote version.
Start Date dateTime The start date for the validity of the new quote version.
End Date dateTime The end date for the validity of the new quote version.
Additional Fields collection Optional fields to further describe the quote version, such as Contract Code and Short Description.
  Contract Code string (In Additional Fields) An optional contract code associated with the quote version.
  Short Description string (In Additional Fields) An optional brief description of the quote version.
Body Content Type hidden Internal property set to "multipart-form-data". Not user-configurable.

Output

  • The output is a JSON object containing the response from the Opencell API after creating the quote version.
  • The structure of the output depends on the Opencell API's response for the /opencell/api/rest/cpq/quotes/quoteVersions endpoint.
  • Typically, it will include details about the newly created quote version, such as its code, dates, and any additional information provided.

Example output structure:

{
  "quoteVersionCode": "QV123",
  "statusDate": "2025-01-03T00:00:00Z",
  "startDate": "2025-01-03T00:00:00Z",
  "endDate": "2025-02-03T00:00:00Z",
  "contractCode": "C456",
  "shortDescription": "Updated terms for Q1",
  ...
}

Note: Actual fields may vary based on the Opencell API implementation.

Dependencies

  • External Service: Requires access to an Opencell instance with the CPQ module enabled.
  • Authentication: Either Basic Authentication or OAuth2 credentials must be configured in n8n.
  • n8n Credentials:
    • opencellApi for Basic Authentication
    • opencellOAuth2Api for OAuth2

Troubleshooting

  • Common Issues:

    • Invalid Credentials: If authentication fails, ensure that the correct credentials are set up in n8n.
    • Missing Required Fields: All required fields (Quote Code, Status Date, Start Date, End Date) must be provided.
    • API Endpoint Errors: If the Opencell API URL is incorrect or the service is unavailable, errors will occur.

  • Error Messages:

    • "Username/password error. Error code : <code>": Check your credentials.
    • "Host error. Error code : <code>": Verify the Opencell server is reachable.
    • "Invalid credentials (unknown error)": Double-check authentication settings.
    • "Unable to get custom fields. Server response: ...": Custom fields are not supported for this resource/operation.

Links and References

This summary provides a clear understanding of how to use the "Create Quote Version" operation in the Opencell n8n node, what inputs are required, what output to expect, and how to troubleshoot common issues.

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