Work with Quotes

Transaction Details

In the Transaction Details tab, update details like 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 download it by clicking on the icon in the Proposal column.

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.

Action	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.