How do I open an existing proposal?
How do I open an existing proposal?
- Published on May 20, 2022
- 1 minute(s) read
- MS
To open a proposal that you have previously saved to complete at a later time, first open the CPQ module, and from the CPQ page select Proposals/Quotes,
The Proposals/Quotes page lists all proposals in tabular format displaying the account and opportunity names, status, and update information, by default.
Locate the desired proposal in the table, and click the icon to open the proposal.