Admins can now configure External Validation rules alongside existing internal checks.
How it works:
- Set up an External Query entity of type API: Specify the URL of the external service and define the parameters the CPQ should send to this external system.
- Create an external validation rule in the Submit Validation screen.
All validations (both internal and external) are executed upon proposal submission, ensuring all necessary checks are completed before proposal is sent for approval or ready to be shared with a buyer.
If validation fails, the external system sends a failure response. In such cases, admins have the flexibility to:
- Define a custom message that should be shown to the seller.
- Display the exact error message returned by the external system.
- Combine both approaches by embedding the external system’s response into a custom message for greater clarity.
For further assistance, contact DealHub Support or your Customer Success Manager.