Create and Update a Quote for an Account

While working on an account, salespeople can create, update, duplicate, and version associated quotes to reflect the product and pricing configuration.

Here's how to create a quote from an account:

1. From the springboard or Navigator, click Sales > Accounts > Quotes and Orders.
2. From the Quotes and Orders landing page, select an account.
3. In the Edit Accounts page, click the Quotes and Orders tab.
4. Click Create Quote, and the application automatically signs you into Oracle CPQ.
5. Click Add Line Item and start creating the quote
6. Enter the remaining quote information.
7. When done, click the Update Account tab to sync the changes.
   Note: Salespeople can create an order only from a quote and not from an opportunity or account.
8. Return to Sales.

For more information about using Oracle CPQ, see the Oracle CPQ online help.