Nextian CPQ and Nextian Order Management work together to enable a seamless, swivel-free transition from Closed Won opportunities — and their associated syncing quotes — into orders. This ensures 100% match between quotes and resulting orders, including items, products, locations, resellers, and more.
The quote-to-order process can be triggered in two ways:
- Automated process: A customer e-signature is obtained on a Nextian CPQ quote (from DocuSign or other provider), and the opportunity is automatically transitioned to Closed Won and a corresponding order is created.
- Manual process: A Nextian CPQ manually updates an opportunity to Closed Won.
Automated Process
When a customer e-signs a Nextian CPQ quote via DocuSign or another provider, the opportunity is automatically marked as Closed Won, and a corresponding order is created. This automation can be triggered:
- In the background by the Auto Close Opportunities in the Nextian Job Scheduler.
- Manually by a user via Quote Details → DocuSign → Check Signature Status.
Manual Process
A user manually marks the opportunity as Closed Won.
Quote-to-Order Process Overview
Regardless of how the transition is triggered (automated or manual process), the following will occur:
- Signed paperwork is automatically attached to both the opportunity and the resulting order.
- A new order is automatically created from the syncing quote and linked in the Order field on the opportunity.
- Order line items are automatically created — the order of line items on the order will follow the order of line items on the quote.
- The new order will be in Pending state and will have to be started.
- Order Origination on the new order is set to Customer and Origination Details to Opportunity.
The process can be illustrated as follows:
| Important | A Nextian order can also be created manually, or originate from the Customer Portal, the Self Sign Up Portal, or API — bypassing the quote/opportunity process (see Order Origination). |
