How to Enable Previewing on Proposal Templates
(Doc ID 1999252.1)
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.
Before building a proposal template, you can enable the Preview buttons on the Proposal Template Editor by choosing a sample quote so that you can view your changes to the template. This article outlines how to preview proposal templates.
Additionally, a Live Preview Mode option is available - this functionality allows an administrator to see changes made to the document in the realtime.
This document outlines the process of enabling the Preview buttons and the Live Preview Mode.
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In this Document
|Enabling the Preview PDF and Preview Doc Buttons|
|Enabling Live Preview Mode|