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Developing Quotes in Siebel Medical Handheld

When the customer is ready to purchase a product or service, you can develop a quote using Siebel Medical Handheld that includes specific prices for products and services with related payment terms.

Scenario for Developing Quotes

This scenario gives one example of how you can use Siebel Medical Handheld to develop quotes. You might use Siebel Medical Handheld differently, depending on your business model.

A mobile sales representative relies on quotes to create formal offers to clients for a variety of products and services that their company provides. Using Siebel Medical Handheld, the sales representative can produce accurate offers at the customer site, with up-to-date product and pricing information. When details and pricing are finalized, the sales representative can print the quote and deliver it promptly to the customer.

The following procedures related to quote management in Siebel Medical Handheld are included in this topic:

• Creating Quotes in Siebel Medical Handheld
• Using Auto Quote in Siebel Medical Handheld
• Adding Quote Items in Siebel Medical Handheld
• Printing Quotes in Siebel Medical Handheld