Siebel Order Management Guide > Working with Quotes >

Revising a Quote

End users can make changes to an initial quote to keep it updated with the appropriate products, price lists, discounts, and so forth. During negotiations with a customer, an end user can add or delete products from a quote and compare features and price.

The Revise feature allows an end user to revise your original quote by creating a new quote record with the same quote number. The versions are distinguished by a revision number. All revisions of a quote appear in the quote list.

Making changes to a quote does not automatically create a new version of the quote. If the end user wants to keep the original quote and have a revision, then the user must complete the steps in the following procedure to create a revised quote.

NOTE:  When the end user revises a quote, the original quote becomes inactive and read-only.

To revise a quote

1. Navigate to the Quotes screen, and then the Quotes List view.
2. In the Quotes list, select the quote you want to revise.
3. Click Revise.

   A new quote, with the same quote number is created.

4. Edit the information in the revised quote as needed.

   In the Quotes screen you see both the original quote and the revised quote. You can verify which one is the revision by looking in the Revision column.