Work with Quotes in Opportunities
You can access opportunity quotes from:
- The Quotes work area
- The My Opportunities Active Quote Lines page
- In the Opportunity foldout view
My Opportunities Active Quote Lines Page
The My Opportunities Active Quote Lines page gives you a view of the products associated with quotes created in the last 30 days. A quote line is made up of the products in a quote, the opportunity details, the sales order, and all the other relevant information. Here are the things you can do from the My Opportunities Active Quote Lines page:
The My Opportunities Active Quote Lines page shows you the product name, the link to the opportunity, the link to the quote, the quote status, the product request date, and the contract value of the product.
From this list view you can navigate to:
- The opportunity related to the quote
- The quote details in Oracle CPQ, the quoting application
Use the Predefined Saved Searches
Use the Ask Oracle bar to switch your view to the other saved searches. You can create your own saved searches as well. See Saved Searches to learn more.
Here's a table listing the predefined saved searches:
| Saved Search | Quotes Retrieved |
|---|---|
| My Opportunities Active Quote Lines | Shows the active quote lines from the quotes created in the last 30 days, in the opportunities you own. |
| All Active Quote Lines | Shows the active quote lines from the quotes created in the last 30 days, in all opportunities. |
| All Quote Lines | Shows the quote lines from all the quotes created in the last 30 days that you have access to. |
See Quotes in Opportunities
Select an opportunity name to go to the Opportunity foldout view. From there, select the View All Quotes link to see details of quotes associated with an opportunity.
See Quote Details in Oracle CPQ
Select a quote in the list to see the details in Oracle CPQ. See Work with Quotes for more information