How to Create and View Proposals
Last updated on SEPTEMBER 09, 2017
Applies to:Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 16 and later
Information in this document applies to any platform.
Once a sales user has created a quote for a customer, configured or added line items, priced them and discounted them, they will be ready to create a proposal. Creating a proposal is the first step in generating and sending a quote. After the creation and configuration of a proposal, the sales user may want to preview or download the document. This article outlines the process of creation and viewing of proposals.
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