Create a quote

  • Release version: Washingtondc
  • Updated April 1, 2024
  • 1 minute to read

    • Create a quote in Quote Management to start the quote building process.

    Before you begin

    Role required: sales_agent

    About this task

    When you start a quote, a pop-up prompts you for quote information. You can choose to create a quote for a customer account or consumer. The pop-up changes depending on your choice.
    • Account – The quote is created for an existing customer account.
    • Consumer – The quote is created for an existing consumer.

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Quote > All-Quotes and select New.
    3. In the Create new quote pop-up, fill in the fields.
      • To create a quote for an account, select the Account.
      • To create a quote for a consumer, select the Consumer name.
      ToDescription
      Create quote for an account Enter the following:
      • Contact: Name of the primary customer contact.
      • Short description: Brief description of the quote for this account.
      • Expiration date: Date and time that the quote expires.
      Create quote for a consumer Enter the following:
      • Short description: Brief description of the quote for this consumer.
      • Expiration date: Date and time that the quote expires.
    4. Select Save and close.
      The quote is saved and you return to the Quotes list.
    5. Select refresh to see the new quote in the list.
    6. Select Add Line Items to save the quote and begin adding quote line items.

    What to do next

    Add details to a quote.