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.
| Quote Management tab | Description |
|---|---|
| Details tab | Add details of the quote, such as address and contact information. |
| Line Items tab | Add quote line items to a quote. |
| Catalog tab | Use product catalogs to add products to your quote. |
| Revisions tab | Create multiple versions of quotes. |
| Customer Orders tab | Convert quotes to product order sales. |
| Pricing adjustment tab | Add manual pricing adjustments to products in a quote. |
Building quotes
Use these basic steps to create, build, and manage your quotes.
| Step | Description |
|---|---|
| Create a quote | Start a quote, then add and view quote details. |
| Add products to a quote | Build your quote by adding products from the product catalogs. |
| Create a quote PDF document | Sales agents can create a PDF document from a quote to send to customers. |
| View and update products in your quote- | Use the Line items tab to see and update products in your quote. |
| View and update manual pricing adjustments in quotes | Add pricing adjustments to quotes. |
| Get additional product offering recommendations for quotes | Use product offering recommendations to find other products that you can upsell or cross-sell to your customers based on the line items in your quote. |
| Create quote versions | Use the Revisions tab to create and view versions of a quote. |
| Convert quotes into orders | Use the Customer Orders tab to convert quotes to orders. |