Managing the Proposals/Quote page

The Mobileforce CPQ Proposals/Quotes page lists all of your generated proposals. Additionally, if you have administrative or approval privileges you can see proposals created by other users. The page lists all proposals in tabular format displaying the account and opportunity names, status, and update information, by default.

To access the Proposals/Quotes page, open the CPQ module, and from the CPQ page select Proposals/Quotes.

By default, the proposals are listed from newest to oldest, based on creation date.

The Proposals/Quotes page is dynamic, adapting the number of proposals displayed based on the size of the browser window. If not all of your proposals are visible on the screen, use the navigation buttons at the bottom (highlighted in green in the graphic above).

From this page, the Mobileforce CPQ application allows you to do the following:

• Create a new proposal
• Open an existing proposal
• Filter the list of proposals
• Select the columns that are displayed in the table
• Sort the table by column
• Select the columns displayed in the table.
• Search for proposals.
• Export the table as a .csv file