The Quote Management application enables sales reps to create and track quotes during the sales cycle. The application is integrated with the product catalog, pricing, and the product configurator to capture products and services that customers are interested in, with the ability to customize the offering and perform dynamic pricing.
- Create quotes
- Create quote lines using the product catalog
- Configure and price quotes
- Review pricing adjustments
- Add manual adjustments
- Create quote versions
- Create orders from quotes
- Provide visibility into the cost of the product offering
- Create quotes from sold product or product inventory
- Single-click creation of sales agreements from a quote
- Create sales agreements for configurable and bundled products and services
- Quote tasks
- Create orders from quote line items
- Location-based quoting and multi-line copy with option to set an alternate service location
- Display products covered by contracts or entitlements on the quote lines
- Create a quote for modification or renewal of contracts
- Generate PDF documents from a quote using a pre-set template and send them out for signatures via DocuSign integration.
- View the parent and child relationships between quote lines within a quote with the hierarchical list.
- View offer recommendations to upsell or cross-sell products that complement products in quotes.
- Create price and quantity ramps for product offerings in quotes to define incremental price and quantity changes over time. Product offerings eligible for ramps have the Ramps enabled option and Recurring price method selected.
This release resolves the following quote defects:
When creating a new contact from the Contacts tab on a quote, the Account field was incorrectly disabled, preventing users from selecting an account. The field is now editable and defaults to the account associated with the quote. Additionally, contact search results now correctly include contacts from the account and its full account hierarchy.
When amending a contract by modifying all lines and increasing the quantity of a child line with an effective date via the Config UI, the resulting split line incorrectly updated the end date of the original no-change line. Since the original line represents an upsell quantity scenario with no-change, its dates should remain unaffected. This has been corrected.
The Line Type for Ramps Cross Sell lines was incorrectly displaying as "Upsell + New" instead of "Upsell." This has been resolved to reflect the correct line type.
When upselling ramp lines, the Line Type was incorrectly defaulting to "Amend" on the resulting quote lines. This has been corrected so that ramp upsell lines default to the appropriate line type.
- Required plugins and products
- sn_l2c_quote_mgmt
- Dependencies
- Com.Snc.l2c_core
- sn_l2c_quote_mgmt_data_model
- Creating properties or setting them to activate the content pack
- Affected business rules
- Affected script includes
- Uploading .jar files, if applicable