What is the purpose of viewing quotes?

Viewing quotes allows administrators and partners to access a centralized repository of all generated sales proposals. This helps in managing and tracking the entire quoting process efficiently.

What detailed information does the quote view provide?

The detailed quote view provides comprehensive information including line items, pricing, associated sales orders, account and opportunity names, expiration date, status, financial totals, and contact and address information.

Who uses the 'View a Quote' feature?

Both UPM administrators and channel partners use this feature. Administrators use it for oversight and management, while partners use it to review their generated proposals.

How does viewing quotes contribute to the sales process?

This feature streamlines the sales process by allowing users to review accurate sales quotes, monitor their status, and ensure alignment with pricing policies, aiding in pipeline management and forecasting.

Can a quote be converted into a sales order from this view?

While the view displays if a quote has been converted to a sales order, the actual conversion process and subsequent fulfillment and commission calculations occur elsewhere in the platform.

View Quotes and Sales Proposals in the CPQ Module

Overview

The Configure Price Quote (CPQ) Management module is a critical component within the Sell zone, enabling partners and administrators to generate accurate and professional sales quotes. This functionality streamlines the sales process by allowing users to select products from a predefined Price Book, apply discounts, and create formal proposals for prospects. Once a quote is approved and accepted by a customer, it can be converted into a Sales Order, initiating the fulfillment and commission calculation processes.

Administrators utilize this 'View Quotes' section to maintain oversight of all quoting activities. They can monitor the status of each quote, review its financial details, and ensure that all proposals align with pricing policies and partner-specific agreements. This visibility is essential for pipeline management, forecasting, and ensuring that partners are effectively leveraging the platform's sales tools.

Accessing the Quotes List

Click the Quote for Thornridge Data Hardware link to view the quote details.

Viewing Quote Details

This screen displays the comprehensive details of a specific quote within the Sell module. Quotes are formal pricing proposals generated by partners for their customers, often incorporating products from a price book with tier-specific pricing and discounts. This view provides a complete overview of the quote's information, including the associated account, opportunity, expiration date, and current status. It also breaks down the financial totals, contact information for the recipient, and both billing and shipping addresses. Furthermore, the screen lists all individual line items included in the quote, detailing each product's sales price, quantity, discount, and total. If the quote has been converted into a sales order, that information is also presented, linking the quote to the subsequent fulfillment process.

Review the detailed information for the selected quote.

Quote Information

Field	Description
Account Name	The name of the customer account associated with this quote.
Opportunity Name	The name of the sales opportunity linked to this quote.
Expiration Date	The date on which the quote is no longer valid.
Description	A brief description of the quote's purpose or content.
Price Book	The price book used to determine the pricing for this quote, which may reflect partner-specific tiers.
Quote Name	The name given to this specific quote.
Quote Number	A unique identifier for the quote.
Status	The current approval status of the quote (e.g., Approved, Pending, Declined).
Currency ISO Code	The ISO currency code used for all monetary values in the quote.

Totals

Field	Description
Subtotal	The sum of all line item prices before shipping, handling, or other charges.
Total Price	The final total price of the quote, including all charges.
Shipping and Handling Charges	Any additional costs for shipping and handling.
Grand Total	The overall total amount of the quote, including subtotal and shipping/handling.

Prepared For

Field	Description
Contact Name	The name of the primary contact for whom the quote was prepared.
Email	The email address of the primary contact.
Phone	The phone number of the primary contact.
Fax	The fax number of the primary contact.

Address Information

Field	Description
Bill To Name	The name of the entity to which the quote is billed.
Billing Street	The street address for billing.
Billing City	The city for billing.
Billing Country	The country for billing.
Billing State	The state for billing.
Billing Zip/Postal Code	The zip or postal code for billing.
Ship To Name	The name of the entity to which the quote will be shipped.
Shipping Street	The street address for shipping.
Shipping City	The city for shipping.
Shipping Country	The country for shipping.
Shipping State	The state for shipping.
Shipping Zip/Postal Code	The zip or postal code for shipping.

Quote Line Item(s)

Column	Description
Name	The name of the product or service included in the quote line item.
Sales Price	The individual sales price of the product or service.
Quantity	The number of units for the product or service.
Discount(%)	The percentage discount applied to the line item.
Total Line Item	The total price for the line item after applying quantity and discount.
Net Line Item	The net price for the line item.
Product Bundle	Indicates if the line item is part of a product bundle.

Sales Order(s)

Column	Description
Sales Order ID	The unique identifier for the sales order generated from this quote.
Total Quantity	The total quantity of items in the sales order.
Discount	The total discount applied to the sales order.
Total Price	The total price of the sales order.