Quote

Proposals on the Opportunity, with versions, revisions and line items that sync to Opportunity Products.

Proposals hang off Opportunities, with one Primary Proposal per Opportunity.

• Proposals have versions and revisions.
• Admins choose the columns on the Line Items grid.
• Line items sync to Opportunity Products.
• Admins decide what each Proposal status does: lock the quote, allow revisions, or create Orders and Contracts.

Deal CPQ does not create quote PDFs or customer documents in its first version. The quote data sits in standard Salesforce records, so you can use the document tool you already have.