Using Quote Management

Use the Quote Management application to build your quote. The interface includes the following tabs to help you create and manage product quotes.

Building quotes

Use these basic steps to create, build, and manage your quotes.

• Create a quote
  Create a quote in Quote Management to start the quote building process.
• Add and view details of a quote
  Use the Details tab to add and view basic information for a quote.
• Add products to a quote
  Use the Catalog tab in Quote Management to add products to your quote.
• Using product offering recommendations in quotes
  As a sales agent, you can use recommended product offerings to upsell or cross-sell additional products in your quotes.
• Add tasks to a quote
  Create a single or multiple tasks for a quote and assign those to different agents. Tasks are the various actions that agents perform to create a quote.
• Create quote versions
  Use the Revisions tab to create and view the versions of your quote.
• Convert quotes into orders
  Use the Customer Order tab to convert a quote into a customer order in Quote Management.
• Add pricing adjustment to a quote line item
  Add pricing adjustments to quote line items after the line item is created.
• Add price ramps on a quote line item
  Add price ramps to quote line items to define incremental price changes for recurring product offerings.
• Add a header discount to a quote
  Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote line level.
• Approving or rejecting quotes
  Sales agents request approval for quotes, and approvers decide whether quotes can proceed under an advanced approval workflow.
• Create an order from a quote line item
  Create orders from quote line items by using the Create new order UI action.
• Add subscription pricing to a quote
  Add subscription pricing to a quote or quote line items including start and end dates in Quote Management.
• Submit a quote for advanced approval
  Submit a quote for advanced approval to route it to required approvers before sharing it with a customer.
• Recall a quote approval request
  Cancel a pending quote approval request to change a quote before resubmitting it for advanced approval.
• Approve an approval request for a quote
  Review and approve or reject a quote advanced approval request that is routed to you as part of an advanced approval workflow.
• View and update products using the line items tab
  Use the line items tab to review and update products in your quote and to add additional line items.
• View and update manual pricing adjustments in quotes
  Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote.
• Initiate a contract request
  Initiate a contract request from the Quote Management application.
• View an existing quote
  View existing quotes to update the quote status or make other changes.
• Export quotes
  Export a list of all quotes in Quote Management and provide it to a customer.
• Enable a sales agreement in a quote
  Agents can enable a sales agreement for a quote. Once enabled in Quote Management, sales agreements are generated that show the product and service lines and other relevant details for the quote.
• Sync a quote with an opportunity
  Agents can sync quote information with an opportunity to ensure that information is consistent between both applications in Quote Management.
• Add covered products to a quote
  Add a covered product to line items in a quote in Quote Management.
• Filter catalogs by location in a quote
  Use the location filter on the Catalog tab to filter products by location in Quote Management.
• Copy locations for quote line items
  Use the copy location function to change the location of multiple quote line items in Quote Management.
• Create a quote PDF document
  In Quote Management, sales agents can create a PDF of a quote that can be sent to customers for review and signatures.
• View a quote PDF document
  Agents can view quote documents in the PDF viewer window. The PDF viewer window has controls that enable agents to manage the PDF.
• Use hierarchical list view for quote line items
  Sales agents can view quote line items as a hierarchical list, which helps to view the parent and child relationship between line items.
• Consolidate quotes
  Consolidate renewal quotes to merge multiple quotes for the same account into a single unified quote.

Parent Topic:Using configure, price, quote applications