Create a quote

Create a quote in Quote Management to start the quote building process.

Before you begin

Role required: sales_agent

About this task

When you start a quote, a dialog box prompts you for quote information. You can choose to create a quote for a customer account or consumer. The dialog box changes depending on your choice.

• Account – The quote is created for an existing customer account.
• Consumer – The quote is created for an existing consumer.

Procedure

1. In the CSM Configurable Workspace, select the List view.
2. Navigate to Quotes > All and select New.
3. On the Create new quote form, fill in the fields.

   To	Description
   Create quote for an account	Select the Account and enter the following: Contact: Name of the primary customer contact. Short description: Brief description of the quote for this account. Expiration date: Date and time that the quote expires. Channel partner: (Optional) The name of the organization selling a product or service.
   Create quote for a consumer	Select the Consumer name and enter the following: Short description: Brief description of the quote for this consumer. Expiration date: Date and time that the quote expires.

4. Select Save and close.
   The quote is saved and you return to the Quotes list view.
5. Select refresh to see the new quote in the list.
6. Select Add Line Items to save the quote and begin adding quote line items.

What to do next

Add and view details of a quote.