Apply a sales agreement to a quote in Quote Management
Agents can add a sales agreement to a quote while they are building the quote. The sales agreements conditions are then applied to the quote.
Before you begin
Role required: sales_agent and sales_manager
About this task
A sales agreement is a contract to order a set of products and services for a set price. Sales agreements let agents move quickly through the quote process because the sales agreements establish the products and pricing for
the quote.
- Sales agreement terms are defaulted for the quote.
- Price lists are defaulted based on the pricing terms in the sales agreement.
- The quote catalog is filtered for products and options by the terms of the sales agreement.
- Agents can configure product bundles for quotes with sales agreements.
- When a new revision of a quote is created, sales agreement references on quote header and quote line items are carried over to the revised quote.
- When an order is created from a quote, the sales agreement references on quote header and quote line items is carried over to the order.
Note:
Consumer quotes do not have sales agreement references present on quote header or quote line items.
See Using Sales Agreement Management and Create a sales agreement to learn more about creating a sales agreement.