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Overview

Excerpt

In this section, you will find information about the process to create a quote from a recurrent business opportunity .And also and from a growth business opportunity, including:

How to actually create a quote from a growth business opportunity in Salesforce
What information is copied and prefilled in the quote
What information is needed to save the quote
How to add product information

Concerned profiles:

ALL

Table of content

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Step By Step

How to create a quote from a Reccurent Business Opportunity
Image RemovedWhen the salesrep has contract renewals, he will create recurrent business opportunities. If the Salesrep needs to send a quote he will have to click on “generate quote” button in the recurrent opportunity page.	Image Removed
Image RemovedThen the user will arrive on the quote saved page with all prefilled information coming from the recurrent business opportunity.	Image Removed
Image RemovedAll product related information is handled in the quote line items. The information of the quote line items are prefilled with available data in the product information section of the opportunity. In the quote line item the information that can be handled and updated are the following:	Image Removed

How to create a quote from a Growth business opportunity
Once the salesrep has created a growth business opportunity and needs to send a quote to the customer, he will click the “create quote” button in the opportunity page.

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Information copied and prefilled in the quote

Then the user will arrive on the quote edit page with some prefilled information. All prefilled information are listed below.

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Other information needed to save the quote

Some other information not prefilled are mandatory to save the quote:

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Optional Quote Information

Optional information can also be filled in by the user:

The user fills all the information in the quote header

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Then the user clicks

save

on Save and quote is saved with related quote line items

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It is now possible to link several contacts to a quote with the "Customer Contacts" related list.
When a quote is cloned the customer contacts will also be cloned.

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Product information

All product related information is handled in the quote line items. The information of the quote line items are prefilled with available data in the product information section of the opportunity.

In the quote line item the information that can be handled are the following

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The user fills the price and the volume for each product included in the quote. Let's have a closed look to pure/diluted quotation process: For the GBUs Soda Ash and Peroxides unless the user sets manually "100%" during quote line item creation, the pricing method will be set automatically with the value of the product concentration.	Image Added Image Added
The user fills the price and the volume for each product included in the quote. Let's have a closed look to pure/diluted quotation process:	Image Added
The user has a growth business opportunity on an existing product and his customer has asked him to send him a commercial offer to finalize the negotiation. The user prepares his quote. Let's take an example:	Image Added
The user fills the prices and the volume for each product included in the quote. The user updates price and volume and click on save. The quote is ready.	Image Added
Payment terms automation: Payment terms can be managed at the quote header OR at the quote line item level.	Image Added If a payment term is set at the quote header level, payment terms of the line items will be set this value. If a payment term is set on the header, and the user set a different payment term on a line item, the header payment term will be set to 'no value'. If a user update the header payment value from 'no value' to a value, all line items payment terms will be updated to this value, even if they had a another value.