Using quotes to generate sales agreements

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Agents can use quotes to generate sales agreements that show the product and service lines and other relevant details for the quote.

    Before you begin

    Role required: pricelist_manager and sales_manager

    About this task

    A sales agreement is a document that outlines the terms and conditions of a sale between a seller and a buyer.

    The agreement specifies the details of the transaction including the goods or services being sold, the price, the quantities, delivery terms, and any other relevant conditions, for a specific period.

    Sales agreements filter the product catalog according to the agreement.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quote > All-Quotes and select New.
    3. Add quote details to the quote and select Enable sales agreement quote.
      When the Enable sales agreement quote is selected, the quote is set on a sales agreement workflow. See Using Sales Agreement Management for more information.
    4. Fill in the Sales agreement start date and Sales agreement end date.
    5. Select Save.
    6. Use the Catalog tab to add quote line items to the quote.
      See Add products to a quote for more information.
    7. Make other updates to the quote.
    8. Once the quote is ready, select Submit for approval.
    9. When the quote is at an Approved state, change the quote to Completed by either updating the State field or selecting the context menu and choosing Mark as complete.
      The quote is saved to a Completed state and the Create sales agreement button appears in the quote details form.
    10. Select Create sales agreement.
      A sales agreement is created. The message displays the sales agreement number.
    11. Select the sales agreement message to open the sales agreement.