Submitting a Proposal for Approval

Depending on the configuration rules for your company, you may need to have a proposal approved prior to sending it to the customer for final signature. Typically Mobileforce CPQ is configured so that users with a supervisor or management role are given approver privileges.

To submit the proposal for approval, click the Approvals tab from the Proposals/Quotes page.

Mobileforce CPQ indicates whether approval is required for the proposal on the Status field (highlighted in green in the above graphic).

If the proposal is complete and requires approval, click the Submit for Approval button. The status of the proposal is changed to Pending Approval. Mobileforce CPQ sends and email message to the configured approvers notifying them of the proposal.

When the proposal is complete, click the Submit for Approval button. The status of the quote is changed to Pending Approval and MobileForce sends an email message to the configured approvers notifying them of the proposal.

Mobileforce CPQ sends an email to your email address when a proposal is either approved or declined..