About the CPQ, Order Management and Licensing for Distributors training

This course delivers a practical, end-to-end view of how UiPath deals with progress from opportunity creation to revenue realization. Designed for partners and distributors, it goes beyond isolated system steps to help you understand the full commercial lifecycle from opportunity classification and pricing alignment to quote creation, booking, compliance, and license activation. Through realistic partner scenarios and guided walkthroughs across the Partner Portal, Salesforce, and Deal Hub, you’ll gain the clarity and confidence needed to reduce errors, prevent delays, and ensure deals are ready to book the first time.

Learning objectives

At the end of this course, you will have:

• A clear understanding of how UiPath opportunities move from creation to booking and licensing.

• The ability to classify opportunities correctly and create quotes that are ready to book the first time.

• Practical know-how to navigate order management, compliance, and licensing workflows to close deals faster.