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Navigating the CPQ Admin Interface

Understanding the Layout, Menus, and Key Functions

At the top, the Products & Prices dropdown allows you to select between Prices by Organization, Prices by Product, or Products.

These structures are managed within Good Sign Billing and are explained in detail in the Good Sign Billing User Guides: 

The About dropdown contains Help and Version information.

In the top right corner, you’ll find the Logout button, functioning similarly to Good Sign Billing (as explained in the User Guide).

Below these, the interface includes a search field, the Master Settings button, and the +Create Form button. These are explained in detail in the following user guides:

The main dashboard displays all quotes, distinguishing between Draft and Activated statuses.