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Approvers Topics
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Contents

Approvers Topics

2 Articles in this category
Written by Robert Schwabe , Mobileforce Support
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Creating a Quote for your Approval

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...
Written by Robert Schwabe
Updated on : 19 Jan 2023

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...
Written by Mobileforce Support
Updated on : 08 Jul 2022
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