Add details to a quote

  • Release version: Xanadu
  • Updated August 1, 2024
  • 3 minutes to read

    • Use the Details tab to add basic information to a quote.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All and select your quote.
    3. In the Details tab, fill in the basic information.
      Table 1. Details tab
      Field or option Description
      Number Automatically generated field.
      Version Automatically generated field.
      State The State option contains options for tracking the quote status.
      • Draft - The default state of a quote that indicates the quote is still in development.
      • In review - Use this state to indicate that the quote is in a review state.
      • Pending customer acceptance - Set this state when the customer is reviewing the quote.
      • Accepted - Use this state to indicate that the quote was accepted..
      • Revised - Revised indicates that changes have been made to the quote..
      • Expired - Shows that the quote is beyond its expiration date. Reset the expiration date to make the quote active again.
      • Canceled - Use this state to show that the quote is canceled.
      • Closed - Shows that the quote is closed.
      • Completed - Shows that the quote is completed. When a quote is set to Completed, the quote can be used to create an order. If Sales agreement is selected, the quote can be using to create a sales agreement. For more info, see Convert quotes into orders and Enable a sales agreement in a quote.
      • Rejected - Managers can reject quotes if there are errors or other issues. Rejected quotes can be returned to a draft state to fix any errors.
      Created by Automatically generated field.
      Account The account is linked to the quote and contains important information such as addresses and contacts.
      Contact The contact person for the account linked to the quote.
      Short description Descriptions that help agents by adding important details about the quote.
      Active option Option indicating that the current quote is the active quote.
      Enable Sales Agreement quote option Option indicating that you want the quote to generate a sales agreement. The quote can't have any line items. Add line items once the option is selected. When the quote state is changed to Complete, the Create Sales Agreement button appears.

      If you select the Enable sales agreement quote option, also add an Agreement start date and Agreement end date.

      See Create a sales agreement for more information.
      Partner account Partner accounts are linked to the main account and contain partner information such as partner address and partner contact information.
      Partner contact Partner contract is the person associated with the partner account.
      Assignment group Groups are secondary groups on the quote that manage services and entitlements.
      Assigned to The person from the assignment group designated as the contact for questions and issues.
      Synced When checked, Sync shows that information in the quote is synced to opportunity.
      Source opportunity Shows the opportunity the quote information is synced with. Syncing ensure that information is consistent between opportunities and associatd quotes.
      Quote date The date that the quote was start
      Expiration date Quotes can be given an expiration date so that quotes do not remain open in the system forever.
      Contract state date Contract state date is the date a service contract or entitlement contracts start..
      Contract end date Contract end date is the date when a service contract or entitlement contract ends.
      Term (months) Monthly terms for the subscription pricing selected. Monthly terms reflect the monthly subscription cost of the product or service.
      Subscription start date Subscription state date is the date when an entitlement or service begins.
      Subscription end date Subscription end date is the end date for an entitlement or a service.
      Pricing fields The fields are:
      • Currency - The currency for the price matches the currency stated in the account information.
      • Price list - The Standard Price List field is the default price list for the product catalogs referenced in the quote. If configured, additional price lists may be available.
      • Cost book - The Standard Cost Book is the default cost book for the product catalogs referenced in the quote.
      • Total one-time price - The total price of the quote.
      • Total monthly recurring price - The total cost for any recurring prices for the quote.
      • Total annual recurring price - The total annual cost of recurring prices.
      • Total amount - The total amount of all recurring pricing.
    4. Select Save.