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.

Goal

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.

Solution

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