2 Articles in this category
Creating a Quote for your Proposal
Once you have started your proposal and included all of the customer and contact information, you want to add the line items, quantities, and any applicable discounts to be quoted in the proposal. This information is added from the Quote tab of th...
Reviewing and Approving Proposals
Reviewing Proposal To approve a proposal, you must log into the Mobileforce CPQ application. From the CPQ Proposals page, the quotes that require approval has a status of Pending Approval (highlighted in yellow in the graphic below). Click...