Siebel Sales User Guide > Quotes >

Creating a Quote

Quotes include effective dates, price lists, and discounts used in pricing products and services. Before you can work with the line items and details of a quote, you must create a quote, which can be associated with an opportunity.

When a customer is ready to purchase a product or service, you provide the customer with a quote, a formal offer for products and services that includes specific prices and related payment terms.

Quotes can be created from the Quotes screen, the Accounts screen, or the Contacts screen. The following procedure describes creating quotes from the Opportunities screen.

To create a quote

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity, and then click the Quotes view tab.
  3. In the Quotes list, add a new record, enter a name for the quote, and complete the fields.

    4. Siebel Sales automatically enters the same information into the quote if, for example, an account is associated with the opportunity. Choose the account and price list for the quote if this information is not automatically entered.

    The following table describes some of the fields.

    Field
    Comments
    Active
    A check box indicating whether the quote is active. When you create a quote, it is automatically marked as active.
    The quote must be designated as active before it can be updated or files can be attached to it.
    Created
    The date the quote was created. Siebel Sales automatically sets the value for an active quote to the Effective As Of (Start Date) + 30 days.
    Currency
    Defaults to the currency associated with the price list.
    Effective As Of
    Defaults to the created date. You can change this date, if necessary.
    Effective Through
    Defaults to the effective date plus 30 days. You can change this date if the quote is effective for a different length of time.
    Name
    Defaults to the unique number assigned to the quote at creation. If you do not enter a name for the quote, the quote number is automatically assigned as the name.
    Quote #
    This unique system-generated number is assigned to the quote at creation.
    Revision
    The number of revisions associated with the quote. At quote creation, this value = 1.
    Status
    The default status is In Progress. You can change the status as the quote advances. Examples of status are Approved, Rejected, Expired, Order Placed, and Active.

  4. Click the show more button if you want to apply a discount to the line items you add to the quote.

    5. The discount you enter in this field is used instead of any pricing rules associated with a price list. For more information, see Siebel Order Management Guide.


 Siebel Sales User Guide 
 Published: 18 April 2003