Quote creation via Self-Service

The Quote Self-Service plugin (com.sn_quote_self_service) enables users to create and manage quotes. Users can track quote status, browse catalogs, configure items, and apply discounts through a guided quote creation playbook.

Key benefits of creating quotes via Self-Service

The Quote Self-Service application (com.sn_quote_self_service) offers the following benefits:

• A guided quote creation playbook simplifies the quoting process.
• Self-service catalog browsing, product configuration, and quote building reduces quote turnaround time from days to minutes.
• Users can directly edit, revise, apply discounts, and download without requesting changes through internal teams.
• Audit trail and version history for revised quote prompting trust and transparency.

For information about the Quote creation via Self-Service fields, see Quote creation via Self-Service fields.

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Set up Quote Self-Service

To install Quote Self-Service, see Install Quote Self-Service.