Siebel Order Management Guide > Working with Quotes >

Accessing An Existing Quote

When an end user wants to review an existing quote or make changes to it, the end user can access the quote from a number of different places in your Siebel Business Application. The procedures in this documentation primarily describe accessing quotes from the Quotes screen, but end users can also access quotes from an opportunity, from an account, from a contact, or from a service request.

To access an existing quote

1. Navigate to the one of the following.
   • Opportunities screen, then the Opportunities List view to access an existing quote from an opportunity.
   • Accounts screen, then the Accounts List view to access an existing quote from an account.
   • Service Requests screen, then the Service Request List view to access an existing quote from a service request.
   • Contacts screen, then the Contacts List view to access an existing quote from a contact.
2. Drill down on the opportunity, account, service request, or contact that the quote is associated with.
3. Click the Quotes view tab.
4. In the Quotes list, drill down on the quote name.

   The quote is displayed in the Quotes screen.

The end user can now make additions or changes to the quote, if it is still in progress, or the end user can revise the existing quote, if appropriate.