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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
- Navigate to the Opportunities screen.
- In the Opportunities list, select the opportunity, and then click the Quotes view tab.
- In the Quotes list, add a new record, enter a name for the quote, and complete the fields.
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.
- Click the show more button if you want to apply a discount to the line items you add to the quote.
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.
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Siebel Sales User Guide Published: 18 April 2003 |