Quote creation via Self-Service

  • Release version: Australia
  • Updated May 24, 2026
  • 1 minute to read

    • The Quote Self-Service plugin (com.sn_quote_self_service) enables users to create and manage quotes. Users can track quote status, browse catalogs, configure items, and apply discounts through a guided quote creation playbook.

    Key benefits of creating quotes via Self-Service

    The Quote Self-Service application (com.sn_quote_self_service) offers the following benefits:

    • A guided quote creation playbook simplifies the quoting process.
    • Self-service catalog browsing, product configuration, and quote building reduces quote turnaround time from days to minutes.
    • Users can directly edit, revise, apply discounts, and download without requesting changes through internal teams.
    • Audit trail and version history for revised quote prompting trust and transparency.

    For information about the Quote creation via Self-Service fields, see Quote creation via Self-Service fields.

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    Set up Quote Self-Service

    To install Quote Self-Service, see Install Quote Self-Service.