1. Using Sales in the Redwood User Experience
  2. View All the Quotes of an Opportunity

View All the Quotes of an Opportunity

You can see all the quotes of an opportunity from the Opportunity foldout view.

Click View All Quotes in the Quotes and Orders panel or search and select Show Quotes from the Action Bar on the Opportunity foldout view.

You see the quotes created up to the current date. The active quote is on top of the quotes list, followed by the inactive quotes, ordered by the last updated date.

Screenshot that shows list of quotes on clicking the View All Quotes link.

Here are the things you can do from the opportunity quotes list page:

  • Create a quote.
  • View the quote details in Oracle CPQ (callout 1).
  • Download the proposal related to a quote (callout 2).
  • Manage actions on a quote (callout 3):
    • Make a quote active.
    • Create a copy of a quote.
    • Create a version of a quote.

Create a Quote

  1. Navigate to Digital Sales > Opportunities.
  2. On the opportunities list page, use the Action Bar to search and select Create Quote.

    The Oracle CPQ page for creating new quote appears.

  3. Enter transaction details.
  4. Enter product details.
  5. Enter customer details.
  6. Enter pricing details.
  7. Save your quote.

View the Quote Details in Oracle CPQ

Click the quote name in the list view to see the quote details saved in Oracle CPQ. Digital Sales and Oracle CPQ are integrated. So, the changes you make to the quotes using any of these applications reflect in the other.

In the quote details page:

  • Review the transaction details.
  • Specify pricing.
  • Complete approvals.
  • Generate a proposal. Screenshot that shows the quote details in Oracle CPQ.

Transaction Details

In the Transaction Details tab (callout 1), update the details such as the quote status, win-or-loss status, owner, and customer contact. You can upload a document related to the quote.

If you’re quoting for products, you can add, remove, or reconfigure them based on the changes your customer has requested.

In the Customer Info tab, update the customer information.

Pricing

Specify the pricing and discounts. Perform automated pricing calculations.

You can update the transaction details, products, customer info, pricing, or approvals and cascade the changes to the opportunity in the sales application using Update Sales (callout 2). For example, if you have changed the quote name save your changes and click Update Sales. The name change reflects on all the pages of opportunity.

Approvals

Send the quote for approval. After that, share it with the customer and take the deal to closure.

Generate Proposal

When you’re ready, generate a business proposal based on this quote, using Generate Proposal (callout 3) on the quote details page.

Download The Proposal

If you have generated a proposal for a quote you can find a download icon below Proposal column in the list, highlighted in the screenshot here.

Screenshot that shows the download icon for a proposal.

In a new tab, a file explorer window appears, prompting you to save the pdf file of your proposal to your preferred location on your computer. Save the pdf and share it with the customer.

Manage Actions on a Quote

The table here lists out the actions available for quotes.

Actions Description
Make Active

This option is available for inactive quotes.

Only one quote can be active at a time. When you change an inactive quote to active, the existing active quote is deactivated.

Note: Ensure that you enable the ORA_MOO_REVN_RECONCILE_FROM_SO profile option to reconcile the revenue lines with the new quote lines.
Duplicate Select this option to create a copy of a quote. Change the quote name and save.
Create Version Select this option to make changes to a quote and save it as a new version.