How do I approve a quote?

Updated on Jul 8, 2022
Published on May 13, 2022
1 minute(s) read
MS

To approve a quote, you must log into the Mobileforce CPQ application. From the Proposals/Quotes page, the quotes that require approval have a status of Pending Approval.

Click the View icon to view the proposal, and click the Approvals tab to review the quote.

In the Comment field of the Approval Actions section, enter the desired information regarding the quote, and click Approve. This sends the quote back to the user with a status of Approved.

For more information, see Reviewing and Approving Proposals