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Set Global Progress Bar

Learn how to set a global progress bar in the Quote Wizard to display step numbers and descriptions for each step in the quoting flow.

The progress bar displays at the top of each page in your quoting flow, and displays the step number and a short text description for each step of the flow. Each subscription type can have its own configurable progress bar.

The option to display a progress bar on your Quote Wizard is a global setting and if selected, is applied across all subscription types.

  1. On the Quote Wizard Settings page, click Edit.
  2. In the Global Progress Bar Setting section, select or clear the Display Progress Bar.

    This option is selected by default.

  3. Click Save.