1. Using Sales
  2. Overview of Using Quotes

Overview of Using Quotes

Create quotes and orders from an opportunity as part of a deal or directly from an account using the automated opportunity-to-quote-to-order process.

The quotes and orders feature lets you:

  • Create professional proposal documents.

  • Share quotes and collaborate with customers to close deals.

  • View quote summary information and drill down into quotes to view details.

  • Create product configurations in the integrated quoting application.

  • Perform automated pricing calculations.

  • Specify pricing and discounts.

  • Streamline approval processes.

Create Quotes

While working on an opportunity or account, you can create, update, duplicate, and version quotes. You can add and remove products and change pricing. When you're satisfied with a quote, you can save it and then mark that quote as active. When you create, edit, or version a quote, you navigate to the integrated quoting application, Oracle Configure, Price and Quote (Oracle CPQ). The application carries the opportunity ID and account ID into Oracle CPQ, and when you save the quote, Oracle CPQ creates the new quote. When you return to the sales application, the newly created quote displays there, associated with the opportunity or account it relates to.

Access Quotes

In the Sales work area, you access quotes by:

  • Searching for quotes using the global search.

  • Navigating to the Quotes and Orders landing page within the Sales work area. (Note: The Quotes and Orders page displays only opportunity-related quotes.)

  • Viewing and updating quotes from within an opportunity or an account.

For the quotes you have access to, the details include quote number, quote amount, status, and proposal document.

You can find quotes on these UIs in CX Sales:

  • In an opportunity, on the Quotes and Orders tab that displays only opportunity-based quotes.

  • In an account, on the Quotes and Orders tab that displays only account-based quotes.

  • At the top level on the Quotes and Orders page, that displays only opportunity-based quotes.

Synchronized Opportunity Products and Status

The application automatically synchronizes opportunity products and associated revenue in the quote lines. Marking a quote as active enables the automatic synchronization of the quote lines with the opportunity revenue lines that were the source of that quote.

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