How do I submit a proposal for approval?

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

Due to your company's business rules, you may have generated a quote in Mobileforce that requires approval before you can upload it to your associated CRM or to your customers. To submit a quote for approval, you must first open the quote.

From the Quote, click the Approvals tab to review whether the quote requires approval.

Click the Submit For Approval button. The quote is sent to the approver associated with your account. The status of the quote changes to Pending Approval.

When the quote is approved, you will be notified in the CPQ application.

For more information, see Submitting a Proposal for Approval.