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CPQ : How to get the total number of quotes in "preparing" status on a domain ?

agnesbaton
Explorer
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1,353

We need to get the number of quotes which are in status 'preparing" on a specific domain ? How should we proceed to get it ?

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charlesbudd
Discoverer
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For a quick count, you could also just filter on the quote list page:

Click the "Load Existing Project/Quotation" icon on the main CPQ side menu.

Set to the "Other Quotes" tab.

Click the Filter icon.

On the pop-up, click in the top "Filter by Status" field, and select "Preparing".

Observe the "Number of items:" value at the bottom of the displayed quote list.

You should also do the same on the "My Quotes" tab, to get the count of your own quotes, if your user-ID has created any such quotes as well.