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Manage Your Quotes with CPQ
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          Preview or Submit a Record for Approval

          Preview or Submit a Record for Approval

          When you’ve finalized your opportunity or quote, you can submit it for approval using the Advanced Approvals package. (Salesforce CPQ Managed Package)

          Required Editions

          Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later
          1. From the opportunity or quote, click Preview Approvals.
            Advanced Approvals shows a list of the approval rules that run when you click Submit for Approval.
          2. Review the approval rules to make sure that the correct approval conditions are defined.
          3. Click Submit for Approval.
           
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          Salesforce Help | Article