Estimating and quoting a change request

[Ian92]

Hoping someone can point me in the right direction. I need the ability to estimate and quote change requests after they go through their assessment phase by a developer. These change requests are initated by customer interaction in the CSM case. We then create a change request when the customers request is identified as an enhancement. Currently not seeing how this can be done. I know Projects allow for some of this ability but these are not projects and would add unnecessary work. I also know their is CSM Orders but these seem to be more like catalog items that are predefined items where as this is something that is unknown and initated by a customer. Ideally we would also be able to pull in the customers contracted rate into this process as well for quoting purposes. 

[Tom Sienkiewicz]

If you're not looking to use Project application for this, this might require some custom development.

Assuming you already have the customer's rates stored somewhere in SN, you could automate this by possibly creating a Flow to look up the correct rate, multiply by the hours/MD estimate (assuming you have that too) and then return the cost to a specific field on your Case table for example. This cost might be sent in a notification - very basic scenario...

Of course a much more complex scenario and logic might be needed here, including custom tables, sorry your question was a bit vague 🙂 Maybe specify in bullet points what you're trying to achieve or what would be the steps in this process.