Siebel Applications Administration Guide > Opportunities (End User) >

Creating a Quote from an Opportunity

Using the Quotes view, you can automatically create and revise quotes for the opportunity. For more information about quotes and orders, see Siebel Order Management Guide.

This task is a step in Process of Managing Opportunities.

To create a quote from an opportunity

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the Opportunity Name field of the opportunity record.
3. Navigate to the Products view, add a product in the Products list, and complete the necessary fields.
   1. In the Auto Quote field, select the check box to display a check mark.
   2. In the Quantity field, type the number of product units the customer wants to purchase.

      For more information, see Associating a Product with an Opportunity.

4. Navigate to the Quotes view, and click Automatic Quote in the Quotes list.

   A quote record is automatically created, with some fields completed and a status of In Progress.

5. For the quote record, complete the following steps:
   1. If no price list is associated with the account, then select a price list in the Price List field.

      If a price list is associated with the account, then the Price List field is automatically populated. For more information about price lists, see Siebel Pricing Administration Guide.

   2. Drill down on the Name field.

      You can change the automatically generated name for a name that is more meaningful in the quote details form.

6. In the Line Items list for the quote, add line items, click the cogwheel icon, and select Reprice.

   The Reprice function makes sure that the quote total reflects the prices from the price list, and multiplies those prices by the quantities that you enter in the products view.

7. In the Quote form, click the cogwheel icon, and select Update Opportunity, and then return to the Opportunity form.

   The Update Opportunity function verifies that the opportunity's revenue line items are in sync with the quote line items.

   TIP:   Use the History icon or the thread bar to navigate back to the Opportunity form.

Updating Opportunity Revenues

Complete the following procedure to update opportunity revenues.

To update opportunity revenues

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the Opportunity Name field of the opportunity record.
3. Navigate to the Revenues view, then the List view.
4. In the Revenues list, click the cogwheel icon, and select Update Opportunity.

   After this process is completed, the revenue amounts that appear in the Products, Revenues, and Quotes views are synchronized and the Opportunity's Revenue field displays a calculated sum of the individual revenue line items associated with the opportunity.

NOTE:  Siebel Quotes is a separately licensed product offering. You cannot access the Quotes view if you have not licensed this product.