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Developing Quotes in Siebel Sales Handheld


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

Scenario for Developing Quotes in Siebel Sales Handheld

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 Sales Handheld, they 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 development in Siebel Sales Handheld are included in this topic:

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