Overview of Using Quotes

Using Oracle classic Sales, salespeople can create quotes and orders from opportunities as part of deals or directly from accounts using the automated opportunity-to-quote-to-order process.

The quotes and orders feature lets salespeople:

Create professional proposal documents.
Share quotes and collaborate with customers to close deals.
View quote summary information and drill down into quotes to view details.
Create product configurations in the integrated quoting application.
Perform automated pricing calculations.
Specify pricing and discounts.
Streamline approval processes.

Create Quotes

After the quoting feature is enabled, while working on an opportunity or account, salespeople can create, update, duplicate, and version quotes. They can add and remove products and change pricing. When they're satisfied with a quote, they can save it and then mark that quote as active. When salespeople create, edit, or version a quote, they navigate to the integrated quoting application, Oracle CPQ. The application carries the opportunity ID and account ID into Oracle CPQ, and when they save the quote, Oracle CPQ creates the new quote. When they return to the sales application, the newly created quote displays there, associated with the opportunity or account it relates to.

Access Quotes

In the Sales work area, salespeople access quotes by:

Searching for quotes using the global search.
Navigating to the Quotes and Orders landing page within the Sales work area. (Note: The Quotes and Orders page displays only opportunity-related quotes.)
Viewing and updating quotes from within an opportunity or an account.

For the quotes salespeople have access to, the details include quote number, quote amount, status, and proposal document.

Salespeople can find quotes on these UIs in classic Sales:

In an opportunity, on the Quotes and Orders tab that displays only opportunity-based quotes.
In an account, on the Quotes and Orders tab that displays only account-based quotes.
On the Quotes and Orders page that displays only opportunity-based quotes.

Synchronized Opportunity Products and Status

The application automatically synchronizes opportunity products and associated revenue in the quote lines. Marking a quote as active enables the automatic synchronization of the quote lines with the opportunity revenue lines that were the source of that quote.