Quotes
The Quotes work area gives you a view of the open opportunity quotes created in the last 30 days. You can connect to Oracle Configure, Price, and Quote (Oracle CPQ) and see the quote details right from the work area.
- See the quotes you can access.
- See the quotes list and high-level details.
Quotes You Can Access
The Quotes landing page shows the list of your active quotes.
Switch to the Saved Searches of Quotes
You have saved searches that show the quotes based on different criteria. Here’s the list of all them:
| Saved Search | Quotes you get |
| All Opportunities Active Quotes | Shows the active quotes created in the last 30 days from all the open opportunities you can access. |
| My Opportunities Active Quotes | Default view. Shows the active quotes created in the last 30 days from the open opportunities you own. |
| All Opportunities Expired Quotes | Shows the expired, active, and inactive quotes created in the last 30 days from the open opportunities you can access. |
| My Expired Quotes | Shows the expired, active, and inactive quotes created in the last 30 days from the open opportunities you own. |
Use the Action Bar to switch your view to the other saved searches.
You can create your own saved searches as well. See Saved Searches in the The Basics chapter to learn more.
The Quotes List and High-Level Details
The quotes list shows the name and the status of a quote, the opportunity it belongs to, the account the opportunity is associated with, the validity date, and total contract value.
From the list view you can navigate to:
- The quote details in Oracle CPQ - the quoting application.
- The opportunity related to the quote.
- The account related to the quote.
Quote Details in Oracle CPQ
- Review the transaction details.
- Specify pricing.
- Streamline the approvals.
- Generate a proposal.
See the View Quote Details in Oracle CPQ topic under the Quotes in the opportunity Work Area section to learn more.
The Opportunity Details
Click the opportunity name to go to the Opportunity foldout view.
See the Quotes in the Opportunity work area topic to learn more about all the actions you can do from the Opportunity work area.
The Account Details
Click the account name to go to the Account foldout view. In the Quotes & Orders panel of the Account foldout view.