This is the final step before taking the finalized set of products and prices back to the Proposal.
You can review the cart and its pricing and if you are satisfied with the configuration and pricing, you can finalize the cart.
You must click the Reprice button to accept any pending changes in pricing. You must also resolve any validation errors that may appear due to validation rules.
On the Cart page, click Finalize. CPQ processes the finalization of the cart. After the cart is finalized, CPQ sends a notification email informing you that the cart is finalized and the next steps to be followed.
If the admin has enabled it, you can see a link to the associated quote in the notification email, which you can use to open the quote.
You can see a progress bar on the Quote Details page that indicates CPQ is processing the finalization request. After the completion, all the product configuration and pricing information is displayed under RELATED LIST available in the left pane of the proposal details page.
If you want to change the Account associated with a quote with finalized or saved product configuration, you must abandon the cart and reconfigure it.
If your product contains Usage Tiers and Attributes, there might be a delay for the system to create these records while you land on the proposal details page. You must wait for the system to finalize the configurations before going for document generation or asset creation.
After the quote is finalized, the proposal page appears. If any workflow processes have been set up to trigger approvals based on criteria, they will typically occur at this point, and the Approval Stage inside the Proposal record will be set to Approval Required. As soon as the Approval Stage changes, the Submit for Approval button becomes available and you can submit the Quote for approval to management if any approval processes have been configured. Once approved, the Quote/Proposal is generated and presented.
