CPQ Admin User Interface Overview
Where to click for each CPQ admin task — top navigation, sidebar, list and detail layouts, and the CPQ Settings dialog.
Audience: Good Sign admin users orienting themselves to where each piece of CPQ admin work lives in the interface. Scope: navigation only — what each page is for, how to get to it, and what the page layout means. Detailed how-to instructions are in the dedicated guides linked below. Where the admin UI lives: all CPQ admin work happens inside Good Sign Billing, under Settings → CPQ. The CPQ client used by salespeople is a separate UI documented for sales users.
1. The Good Sign Billing top navigation
Across the top of every page in Good Sign Billing you’ll see the same top navigation bar:
| Tab | What it covers |
|---|---|
| Organizations | Customer organisations, contracts, prices, charges, invoices — the day-to-day billing workflow |
| Products | The product catalogue. Products used inside CPQ forms are maintained here |
| Automation | Billing-process automation, including the visual Workflow page |
| Settings | Admin configuration. This is where CPQ admin work lives |
| (Top right) AI Chat Support | Built-in support chat |
| (Top right) User menu | Logout, session info |
CPQ admins spend most of their time inside Settings.
2. The Settings sidebar
When you click Settings in the top nav, a sidebar appears on the left with these top-level groups:
- Users — managing Good Sign users and their access (used for CPQ users too — see CPQ User Management)
- Organization — organisation hierarchy, organisation-level settings
- System Setup — environment-level configuration
- Work Queue — background and scheduled tasks
- Logs — system logs, audit trail
- CPQ — the CPQ admin section (this is where Forms and Templates live)
Click CPQ to expand its sub-items.
3. The CPQ admin section
Under Settings → CPQ you’ll find:
| Sub-page | What it does |
|---|---|
| Forms | The list of CPQ Forms. Build and maintain the selection screens salespeople use to configure quotes. See CPQ Forms — Admin Guide |
| Templates | The list of CPQ Document Templates (introduced in Release 2026_2). Build and maintain the standard texts and logo used in generated quote documents. See CPQ Document Templates — Admin Guide |
These two are the day-to-day pages an admin works on. Both follow the same overall layout — list view at the top level, detail view when you open an item.
4. List-page layout (Forms and Templates)
Both the Forms list and the Templates list have the same page shape:
| Page region | Purpose |
|---|---|
| Page title (top left) | Forms or Templates |
| Search box (top right) | Quick text search across the list. Useful when many items exist |
| List-settings gear (top right, next to search) | Configures the visible columns and ordering of the list. Settings are per-user |
| + Create button (top right) | + Create Form on the Forms list, + Create Template on the Templates list. Opens the create dialog |
| List rows (main area) | One row per form or template, showing Name and Description |
Clicking a row’s Name opens the detail view for that form or template.
5. Detail-page layout (Forms and Templates)
The detail view of a form or template has the same shape:
| Element | Notes |
|---|---|
| Back link | < Forms or < Templates returns to the list |
| Item name | The form or template name |
| Action icons (next to the name) | In order: Edit (pencil), Delete (trash), Activate / power (opens activation settings for forms; toggles activated state for templates), Duplicate (creates a copy) |
| Description | The short helper text from the metadata |
| Status pill | Activated or Draft — shown on the right side |
| Main content | An ordered list of sections. Each section has its own grey title bar with edit/delete icons, and its content below. For forms, the content is a list of products inside the section; for templates, it's the rich-text body of the section |
| Add buttons | + Create Section at the bottom of the section list; Add Product (the + next to a section title) for adding products inside a section on a form |
The shape is the same across forms and templates so admins can move between them without relearning the layout.
6. Activation dialog (forms)
When you click the Activate / power icon on a form, the Activation settings dialog opens. It has two always-visible header controls and five tabs:
| Element | What it controls |
|---|---|
| Status | Draft / Activated. Only Activated forms are visible to salespeople in the CPQ client |
| Organization | Which organisation the form is visible to (visibility scope) |
| Pricing tab | Sets the pricing organisation for products in the form |
| Permission tab | Sets the user-rights profile required to access the form from the CPQ client |
| Product tab | Sets the language for product names shown to the salesperson |
| Template tab | Links a CPQ Document Template to this form (used at quote export). Added in Release 2026_2 |
| E-Signing tab | Toggles whether generated quote documents are routed through the configured e-signing workflow |
Templates have a simpler activation flow — the power icon toggles Activated / Draft state directly, without a multi-tab dialog.
For full details on each tab and field, see CPQ Forms — Admin Guide.
7. CPQ Settings (formerly “Master Settings”)
The CPQ Settings dialog — what the previous public guide called Master Settings — is the environment-wide configuration for CPQ. It sets defaults that apply across all forms and products, and controls whether individual forms are allowed to override those defaults.
Naming note. The dialog is titled CPQ Settings in the live UI. The previous public guide referred to it as Master Settings; both names refer to the same dialog. This guide uses the live name from this section onward.
Access right. CPQ Settings is gated by Menu - CPQ Admin settings (3275). An admin without this right will not see the Settings button even if they otherwise have CPQ admin access. If the button doesn’t appear for you, verify right 3275 in Settings → Users → right-click → User Rights (see CPQ User Management).
Where it lives. From the Forms list (Settings → CPQ → Forms), CPQ Settings opens from the small gear icon in the top-right page controls, next to the search box and the + Create Form button.
What it controls. Six tabs of system-wide configuration:
| Tab | Sets | Per-form override? |
|---|---|---|
| Pricing | Default pricing organisation for all CPQ products. Also a second toggle for schedule-based pricing models by phases | Toggle "Enable option to set pricing organization by form" enables the per-form Pricing tab on form activation |
| Products | Which products are eligible to appear in CPQ forms — by Product category and/or Product dimension | No per-form override; this is a global filter |
| Permissions | Whether user permissions can be set per form | Toggle "Enable option to set user permission by form" enables the per-form Permission tab on form activation |
| Numbering | The auto-generated quote-number format — ID Prefix (e.g. QU-) and ID Length (e.g. 10) |
Toggle "Enable option to set numbering formula by form" allows per-form schemes (UI not yet exposed for the per-form variant) |
| Contracts | Whether CPQ auto-creates organisations and contracts when a quote is approved, plus where new orgs land in the org tree and the default status for new contracts | No per-form override |
| E-Signing | E-signing provider (OneFlow or Visma Sign), API token, admin email, workspace/template IDs, API URL, integration model. The salesperson triggers the actual signing flow from the CPQ Client | The per-form E-Signing tab on form activation toggles whether e-signing is applied on that specific form |
The Pricing, Permissions, and Numbering toggles in CPQ Settings are the mechanism that gates the matching per-form tabs described in §6: with the toggle off in CPQ Settings, the corresponding per-form tab is disabled or hidden; with the toggle on, an admin can override the system-wide default on a per-form basis.
See the dedicated CPQ Settings admin guide for field-by-field details.
8. Quick reference — getting to each page
| You want to… | Navigation |
|---|---|
| Manage CPQ forms | Top nav: Settings → sidebar: CPQ → Forms |
| Manage CPQ document templates | Top nav: Settings → sidebar: CPQ → Templates |
| Configure environment-wide CPQ defaults | Settings → CPQ → Forms → gear icon in the page-top controls (requires right 3275). Dialog is titled CPQ Settings |
| Manage users and CPQ access rights | Top nav: Settings → sidebar: Users |
| Adjust environment-wide configuration (products, prices, organisations) | Top nav: Products or Organizations depending on what you need |
| See logs of system activity | Top nav: Settings → sidebar: Logs |
| Run background tasks | Top nav: Settings → sidebar: Work Queue |