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Working with Quotes
This chapter describes how end users work with existing quotes. For information about creating a new quote, see Creating a Quote or Order.
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 5 shows an example of the Quote header summary.
Topics in this Chapter
This chapter covers the following topics:
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Siebel Order Management Guide Published: 18 April 2003 |