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Developing Quotes in Medical Handheld

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

The following quote management procedures are included in this section:

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

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 her company provides. Using Medical Handheld she 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.