Introduction to Good Sign CPQ Client
What the CPQ Client is, the two pages you'll use, and the four-stage quote workflow at a glance.
Audience: salespeople and other users who create and send quotes to customers. Scope: orientation — what the CPQ Client is, where to find it, the two pages you’ll use, and the four-stage quote workflow at a glance. Detailed how-to lives in the linked guides below. Where the admin configuration is done: in Good Sign Billing, by your admin. As a sales user, you do not change forms, templates, or system-wide settings yourself — you work with the forms your admin has activated for your team.
1. What the CPQ Client is
The Good Sign CPQ Client is the application your sales team uses to turn an opportunity into a quote and then into a signed contract. It runs at its own URL, separate from Good Sign Billing — typically something like app.goodsign.cloud for your environment.
You’ll use it to:
- Create new quotes from the forms your admin has set up
- Pick products from those forms and adjust quantities and discounts
- Preview the quote document the customer will see
- Send the quote for electronic signature (via OneFlow or Visma Sign, depending on your environment)
- Track the quote through its lifecycle (Draft → Customer approval → eSign → Closed)
When a quote is approved, your environment can be set up to automatically create the corresponding contract in Good Sign Billing — so a signed quote becomes an invoicable contract with no extra manual step.
2. The two pages you’ll use
Across the top of the CPQ Client you’ll see two main pages:
| Page | What it shows |
|---|---|
| Quotes | Your existing quotes, plus the New Quote button to start a new one. KPI cards show your MRR for the last 7 and 30 days. Tabs split All quotes from Drafts so you can find work-in-progress quickly |
| Contracts | Contracts created from your approved quotes (if your environment is set up to auto-create them). Usually read-only here; deeper contract maintenance happens in Good Sign Billing |
A My quotes / My contracts filter is in the top-right of each list, so you can switch between “just mine” and broader views. A search field finds quotes by customer name, ID, or quote name.
The user avatar in the top right opens your session menu (sign out, settings). A small sun/moon icon toggles light and dark mode if you prefer.
3. The quote lifecycle at a glance
Every quote moves through four stages. The current stage is shown as a timeline on the right side of the quote view:
- Draft — you’re still building it. The customer hasn’t seen anything yet.
- Get customer approval — the quote is ready and you’ve shared it with the customer (typically a PDF preview or export).
- Send to eSign — the customer is ready to sign and you’ve sent it through OneFlow or Visma Sign.
- Mark as closed — the quote is signed (or otherwise concluded) and, depending on your environment, a contract is created automatically in Good Sign Billing.
The lifecycle is described in detail in The Quote Lifecycle: from Draft to Closed.
4. Where to go next
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Creating a Quote — the step-by-step for building a new quote from scratch.
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The Quote Lifecycle: from Draft to Closed — what each stage means and how to move a quote forward.
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Sharing a Quote: Preview, Export, and E-Sign — how to send the quote to the customer (and what export format to pick).
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Contracts in CPQ Client — what appears in the Contracts tab and what you can do there.
5. If something doesn’t look right
If you don’t see the Quotes page at all, or a form you expect is missing, or the Send to eSign button doesn’t appear, the cause is almost always user rights — these are set by your admin in Good Sign Billing, not in the CPQ Client itself. Contact your admin and mention specifically what’s missing; they can check your assigned rights against the form’s required user right.
If a feature was working yesterday and isn’t today, a release upgrade or a change to your assigned rights is the most common reason — ask your admin first.