Create a quote
Create a quote in Quote Management to start the quote building process.
Before you begin
Role required: sales_agent
About this task
When you start a quote, a dialog box prompts you for quote information. You can choose to create a quote for a customer account or consumer. The dialog box changes depending on your choice.
- Account – The quote is created for an existing customer account.
- Consumer – The quote is created for an existing consumer.
Procedure
- In the CSM Configurable Workspace, select the List
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view.
view.
Navigate to Quotes > All and select New.
On the Create new quote form, fill in the fields.
| To | Description |
|---|---|
| Create quote for an account | Select the Account and enter the following:- Expiration date: Date and time that the quote expires. - Contact: Name of the primary customer contact. - Route to market: Identifies the exact sales channel used to execute the deal: - Direct - Reseller - Distributor - Deal type: Indicates the type of deal associated with the quote: - Direct: The seller engages directly with the customer, with no intermediary partner involved. - Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor. - Short description: Brief description of the quote for this account. - Channel partner: (Optional) The name of the organization selling a product or service. |
| Create quote for a consumer | Select the Consumer name and enter the following:- Deal type: Indicates the type of deal associated with the quote: - Direct: The seller engages directly with the customer, with no intermediary partner involved. - Indirect: The seller engages the customer through an intermediary, such as a reseller, service provider, or distributor. - Channel partner: (Optional) The name of the organization selling a product or service. - Expiration date: Date and time that the quote expires. - Route to market: Identifies the exact sales channel used to execute the deal: - Direct - Reseller - Distributor - Short description: Brief description of the quote for this consumer. |
Select Save and close.
The quote is saved and you return to the Quotes list view.
Select refresh
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to see the new quote in the list.
to see the new quote in the list.
- Select Add Line Items to save the quote and begin adding quote line items.
What to do next
Add and view details of a quote.
Parent Topic:Using Quote Management