How to Initially Setup Quoting in Oracle Express CPQ (Doc ID 1999167.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

After installing the Quoting package, assigning the permission sets, and assigning licenses to your users, administrators must add the Proposals list and buttons to the Quote object. Sales users cannot create proposals until these steps have been completed.  This article outlines the process of adding these Proposals Object to Quotes.

Solution

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