Using Quote Management

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

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

    The Quote Management window has tabs that help you create and manage your quotes.

    Table 1. Quote Management tabs
    Quote Management Tab Description and Link
    Details tab The details of the quote, such as address and contact information.
    Line Items tab Add quote line items to a quote.
    Catalog tab Agents can 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 Adding manual pricing adjustments to products in a quote.

    Building quotes

    The following table shows the basic steps to creating, building, and managing your quote. Use the links to learn more information.
    Table 2. Building and managing quotes
    Steps Description Link
    1 Create your quote. See Create a quote and Add details to a quote for more information.
    2 Build your quote by adding products from the product catalogs See Add products to a quote for more information.
    3 Select options to products using the product configurator. See View and update products using the Line Items tabf or more information.
    4 Add pricing adjustments to quotes. See View manual pricing adjustments using the Pricing Adjustments tab for more information.
    5 Create quote revisions. See Create quote versions with the Revisions tab for more information.
    6 Convert your quotes to customer orders. See Convert quotes into orders with the Customer Orders tabfor more information.