Create a Quote via Self-Service for Channel Partners

  • Release version: Australia
  • Updated May 15, 2026
  • 1 minute to read

    • Use the Quote Self-Service plugin (com.sn_quote_self_service) to create and submit a configured quote directly from the Partner portal.

    Before you begin

    Role required: sn_prm_qm.quote_partner_ui along with one of the following roles:
    • sn_prm.external_partner_manager
    • sn_prm.partner_sales_manager
    • sn_prm_sales.partner_b2b_sales_rep
    • sn_prm_sales.partner_b2c_sales_rep

    Procedure

    1. Navigate to the Partner portal.
    2. From the portal header, select Create, then select Create Quote from the drop-down, or select Catalog > All Services > Create Quote.
    3. On the quote form, review the following tabs and fill in the required fields:
      • Quote details tab: Enter customer and quote-level information.
      • Quote details form showing customer and quote information fields
      • Additional details tab: Specify billing and shipping addresses.
      • Additional details tab showing address fields
      • Additional details address form
      • Product offerings catalog tab: Browse and select products to include in the quote.
      • Product offerings catalog showing available products
      • Line items tab: Confirm selected products and quantities.
      • Line items form showing selected products with quantities and pricing
      • Review and submit tab: Review the complete quote details before submission.
      • Review and submit tab showing full quote summary

      For field descriptions and additional information about the quote creation form, see Quote creation via Self-Service fields for Channel Partners.

    4. On the Review and Submit tab, verify the quote details, then select Review and Submit.

      The system creates the quote with your associated account or consumer information, channel partner details, and selected line items. A confirmation screen displays. Quote creation confirmation screen

    5. Download the quote, or select Edit quote to reopen it for further editing.
      Edit quote option in quote details screen
    6. After creating a quote, use the overflow menu (â‹®) to perform any of the following actions:
      • Edit a quote
      • Submit a quote for review
      • Download a quote
      • Create a revision of a quote
      • Cancel a quote
      • Delete a quote

    Result

    You can view the list of all quotes, along with quotes in Draft and Submitted states, on the Partner portal home page.

    The Partner portal displays quotes in the following states: Draft, In review, Completed, and Accepted.