Get Started with Quotes and Orders

Create quotes from an opportunity as part of a deal or directly from an account. From the Quotes and Orders landing page, get summary information like opportunity, account, and amount.

Get quick access to the quotes you need using the global search. For example, search on number, order total, status, and so on. Or, create your own personal lists. Let's say you want to list all quotes where an order has been submitted or quotes with amounts greater than $1 million. You simply enter the criteria in the search, and then save the search to access over and over.

From the landing page, drill into quote details. Modify quotes in real-time in the quoting application, Oracle CPQ. For example, in your servers quote, update the quantity, and the application immediately updates the relevant sales figures. In the quoting application, update the opportunity to sync your changes back to the sales application and then return to the sales application for further work.

To see your quotes in opportunities, from the Opportunities landing page, click on an opportunity and then click the Quotes and Orders tab. From here, create new quotes and new versions, edit quotes, or duplicate quotes.