Siebel Order Management Guide > Working with Quotes >

About Quotes

A quote is an offer to a customer for specific products and services at a specific price. Quotes can be generated by end users such as call center agents, sales representatives, and sales administrators. The quote may include products and services (configured to show the customer-selected attributes), effective dates, price lists, any discounts by line item and by account, and the price per item.

The Quote Header Summary

A Quote header summary appears at the top of each Quote detail screen. The header summary contains key information fields, and remains present on the screen as the end user accesses the various view tabs to enter and review information during the quote process. Figure 4 shows an example of the Quote header summary.

Figure 4.  Quote Header Summary