How to Create and View Proposals

(Doc ID 1999184.1)

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.

Goal

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.

Solution

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