Proposal and Quotes FAQs

How do I submit a quote to my CRM?

To save a quote to your CRM, open the applicable proposal and select the Generated Docs tab.

Click the Save Quote to CRM button (highlighted in yellow in the above graphic). Mobileforce updates the associated CRM with the quote data from the proposal.

How do I add a line item to a quote?

You can add a line item to a quote as long as it is still open. If it is approved, you may have to resubmit it for approval based on the rules for your company. First, you must locate the open quote from the Proposals/Quote page and click the View icon.

How do I submit a proposal for approval?

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 Proposals/Quotes page, review the quote and proceed accordingly.

How do I approve a quote?

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 complete the approval process.

How do I sign off on a proposal?

To add your signature to your proposal, open the desired proposal and click the Signature tab. Then, click the Set Signature button beneath the Company name. A pop-up window is displayed. Users can use a mouse, digital pen, or stylus to enter their signature.

How to send a quote to a customer for signature?

Mobileforce CPQ allows you to add both your digital signature as well as your customer's (if present). To allow your customer to enter a signature, click the Set Signature button beneath the Customer name (highlighted in teal, above).

How do I generate proposal documentation for my customer?

Once you have started your proposal, you can generate documentation for your customer (for example, a formal proposal PDF or an early estimate Excel file). Proposal documentation is based on templates that have already been created. For more information, refer to the Help section within the application.

How do I save a Quote?

Quotes can be saved in Mobileforce using the "Save" button. Note that this saves the quote in its full format with all its properties including history. In addition, quotes can also be saved back into the CRM (albeit with fewer properties, since CRM may not store all details).

How do I open an existing proposal?

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 proposal details.

How do I delete a quote?

Mobileforce CPQ does not allow sellers or approvers to delete proposals/quotes. This is a function that is reserved for users with admin-level privileges. If you require a proposal/quote to be deleted, please contact your admin and have them go through the appropriate channels.

How do I specify the currency for Mobileforce CPQ?

In Mobileforce CPQ, the currency used for products and services is specified in the Price Book. To change the local currency for a Price Book, select Price Books from the CPQ Setup menu and then select your price book. From here, you can select the desired currency and save your changes.