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Partner Relationship Management › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-05-15 · Official documentation · View source

Create a Quote via Self-Service for Channel Partners

Use the Quote Self-Service plugin (com.sn_quote_self_service) to create and submit a configured quote directly from the Partner portal.

Before you begin

Role required: sn_prm_qm.quote_partner_ui along with one of the following roles:

  • sn_prm.external_partner_manager
  • sn_prm.partner_sales_manager
  • sn_prm_sales.partner_b2b_sales_rep
  • sn_prm_sales.partner_b2c_sales_rep

Procedure

  1. Navigate to the Partner portal.

  2. From the portal header, select Create, then select Create Quote from the drop-down, or select Catalog > All Services > Create Quote.

  3. On the quote form, review the following tabs and fill in the required fields:

    - Quote details tab: Enter customer and quote-level information.

Image omitted: create-quote.png
Quote details form showing customer and quote information fields
-   **Additional details** tab: Specify billing and shipping addresses.
-
Image omitted: self-service-quote-additional-details.png
Additional details tab showing address fields
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Image omitted: self-service-quote-additional-details1.png
Additional details address form
-   **Product offerings catalog** tab: Browse and select products to include in the quote.
-
Image omitted: self-service-quote-product-offerings.png
Product offerings catalog showing available products
-   **Line items** tab: Confirm selected products and quantities.
-
Image omitted: self-service-quote-line-items.png
Line items form showing selected products with quantities and pricing
-   **Review and submit** tab: Review the complete quote details before submission.
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Image omitted: self-service-quote-review-submit.png
Review and submit tab showing full quote summary
For field descriptions and additional information about the quote creation form, see [Quote creation via Self-Service fields for Channel Partners](quote-creation-fields.md).

  1. On the Review and Submit tab, verify the quote details, then select Review and Submit.

    The system creates the quote with your associated account or consumer information, channel partner details, and selected line items. A confirmation screen displays.

Image omitted: quote-submitted.png
Quote creation confirmation screen
  1. Download the quote, or select Edit quote to reopen it for further editing.
Image omitted: edit-quote.png
Edit quote option in quote details screen

  1. After creating a quote, use the overflow menu (⋮) to perform any of the following actions:

    • Edit a quote
    • Submit a quote for review
    • Download a quote
    • Create a revision of a quote
    • Cancel a quote
    • Delete a quote

Result

You can view the list of all quotes, along with quotes in Draft and Submitted states, on the Partner portal home page.

The Partner portal displays quotes in the following states: Draft, In review, Completed, and Accepted.

Parent Topic:Using Partner Relationship Management

Related topics

Quote creation via Self-Service

Using Partner Relationship Management