When you launch the proposal from CPQ UI, the Proposal details page is displayed. Click the desired proposal number to view the information and perform the required actions to complete the quote lifecycle.
Number
Description
1
Proposal Name with the associated account name and its current status
2
The quote progress tracker.
The progress tracker on the proposal details allows you to track different stages of proposal asynchronous operations. The tracker informs the proposal progress in real-time.
You can use this feature to track the progress of the following tasks that CPQ processes asynchronously:
Finalizing a cart.
Cloning a quote or agreement.
Accepting quote to create order.
Creating an agreement with line items from Split and Enterprise quotes.
Activating agreement to create order.
3
Quote-related items list.
4
Quote details page.
5
Quote actions and control panel.
Actions available on the proposal details page:
Clone: To clone a proposal.
Generate: To generate a proposal document.
The control bar:
Cart: This option allows you to add products. The Mini Cart feature on the quote details page includes the following features:
Primary Line Items Display: The Mini Cart shows the primary line items added to the cart.
Line Item Count: The total number of line items added to the cart is displayed as a count tagged on the cart icon.
More Products Link: A 'More Products' link appears if the line items exceed the UI display limits. This navigates you to the cart page to view all line items.
Cart and Configuration Errors: The Mini Cart displays any cart and configuration errors directly within the cart view.
Wrench Icon: A wrench icon is displayed next to bundle products. Click the icon to navigate to the cart page.
Error Indicator: An error icon appears on the wrench icon if there are issues with the bundle configuration.
View Cart Button: The "View Cart" button to open the full cart page.
Finalize Button: The "Finalize" button to finalize the cart.
Catalog: This option displays the high-level categories along with the description and reference image. Clicking the category navigates you to the category detail page. The Search option allows you to enter the product name, as a result, CPQ web UI lists the categories that the product is associated with.
Recommended Products: This option provides a list of recommended products by validating your quote. The recommended products icon includes the following features:
Displays the total number of recommended products as a count
Allows you to add the recommended products to the cart
Remove the product from the list once you add the product to the cart
When you click the icon, the basic product details such as Product Name, Image, Configuration Type, Product Description, and Product Family are displayed.
Information: This option provides comprehensive details of the selected quote. You can edit the fields available on this panel using CX Studio. For more information on using CX Studio, see Configuring Proposal Details Page using CX Studio.
Documents: This option provides a list of documents generated and associated during the quote lifecycle.
