Quote

A quote encompasses many stages before becoming a sales order or sales agreement. These stages can include a draft, customer negotiations, internal and external business approvals. Versioning can capture changes and the transaction seamlessly converts to a
sales order or can be archived as a lost or expired quote. Quoting draws all relevant information from the Order Management schema for use by the customer service representatives (CSR), enabling a seamless flow from a quote status through a sales order.

• The creation and management of quote as a negotiation tool and transitioning the quote to a sales order, thus acting as a single point of entry into Order Management.
• Preparation of quote for assisted selling of products and services to customers and business partners.
• Processing the quote with or without approvals.
• Quick entry of order lines with minimum data entry as the information captured on the quote gets carried forward into the sales order.

• Create, modify, and select quotes
• Configure complex products
• Manually adjust quote prices
• Perform real time global availability checks
• Up Sell, Cross Sell
• Calculate taxes
• Assign sales credits
• Convert quotes to sales orders
• Support E-Business requirements
• Reduce administration expenses and increase a sales person's productivity

• Both Quotes and Sales Agreements(SAs) use the same seeded Negotiation workflows.
• After Customer Acceptance, Quotes transition to a sales order and Sales Agreements become Active.
• SAs do not capture an Offer Expiration date and therefore do not leverage this functionality in the Negotiation flow.

• Holds
• Scheduling
• Copy a return from a quote.
• Independent line flows
• Cancellations – progress to LOST Status
• Ship and Arrival Sets
• Commitments
• Quotes for returns or Internal Sales Orders
• Sales Agreements - Can specify sales agreement reference on a quote but released quantity and released amount on a sales agreement are updated only when a quote is converted to an order