Process Overview:
Process by role:
ONE Quote Process Overview
How to create a quote: for Account Managers
There are 3 ways to create a quote:
| Embedded Google Drive File |
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| url | https://docs.google.com/presentation/d/1NJ6KcS0DZSSXNIov6dsBTeRhaxqGYWrkbEG0UPgc_lQ/edit#slide=id.g241f59ebf61_0_207 |
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| fullwidth | true |
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| height | 600 |
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|
| Embedded Google Drive File |
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| url | https://docs.google.com/presentation/d/1k_KBlQuiCcoRU28YmzxDBPWActWQ0MiZ9dYEesDPwec/edit#slide=id.g241e6c234b3_0_460 |
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| fullwidth | true |
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| height | 600 |
|---|
|
| Embedded Google Drive File |
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| url | https://docs.google.com/presentation/d/19vjw9EcYmYia8RLNjNvsSWGLcbTRGOpwcnDG8cWizbk/edit#slide=id.g2421019cea8_0_1662 |
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| fullwidth | true |
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| height | 600 |
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|
Sent for Approval: step 2:
| Embedded Google Drive File |
|---|
| url | https://docs.google.com/presentation/d/1F0OeXqSSZyl89lTkMhLOWfYhwZfMyuPeWi0el6fvrRo/edit#slide=id.p |
|---|
| fullwidth | true |
|---|
| height | 600 |
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|
Approved: step 3:
| Embedded Google Drive File |
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| url | https://docs.google.com/presentation/d/1EQI3Y5Va6HmcGrlSet2Tj9kDL6khkOHs6jD5mY7NBDs/edit#slide=id.p |
|---|
| fullwidth | true |
|---|
| height | 600 |
|---|
|
Quote sent to customer: step 4:
| Embedded Google Drive File |
|---|
| url | https://docs.google.com/presentation/d/1Ml8S5Pk2_2eB_bZbVI31UqKKhS218pxj9L_bdhpJbuc/edit#slide=id.p |
|---|
| fullwidth | true |
|---|
| height | 600 |
|---|
|
Last super important step: SAP UPLOAD: step 5:
| Embedded Google Drive File |
|---|
| url | https://docs.google.com/presentation/d/1erw5j8ztuVp9TstGbqHwZ3EGPmKBkRP9kzg0v0fDMJ4/edit#slide=id.p |
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| fullwidth | true |
|---|
| height | 600 |
|---|
|
Extend,Renew,Abandon,Reopen a quote:
| Embedded Google Drive File |
|---|
| url | https://docs.google.com/presentation/d/1pkykqp2mWE8u4t3g_z6X9fbkvrqHGgWk42zpotdcgJQ/edit#slide=id.g2420c9ada2d_0_337 |
|---|
| fullwidth | true |
|---|
| height | 600 |
|---|
|
Approvers (PAM, Sales Directors)
| Embedded Google Drive File |
|---|
| url | https://docs.google.com/presentation/d/10g2VoKUwLp_jpq7U7wwS1RgLY1k1r_Z-UZRaHNJnF9U/edit |
|---|
| fullwidth | true |
|---|
| height | 600 |
|---|
|
Price Admin Team
| Embedded Google Drive File |
|---|
| url | https://docs.google.com/presentation/d/1Pm7lTatzEnzJNg4VGOR6Pnt6Jven6C5OdDyLDsUxxe8/edit#slide=id.g241910bfd2c_0_695 |
|---|
| fullwidth | true |
|---|
| height | 600 |
|---|
|
CSR Team| Embedded Google Drive File |
|---|
| url | https://docs.google.com/presentation/d/1qgJEaUCaOYNI6DH_WH4xrqs6loRXmhwun3mn6Pqf3VM/edit#slide=id.g2420a010c08_0_3951bLVv7JnuhCv4__Lca6IKsEkKbqsJlywlj_ViT2yzmeg/edit?usp=drivesdk |
|---|
| fullwidth | true |
|---|
| height | 600 |
|---|
|
