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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 - 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

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