Syensqo IS - Customer Support

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Overview

In this section, you will find information about the process to create a quote from a recurrent business opportunity.

 

 

Concerned profiles:

     ALL

Table of content

 

Step By Step

When 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.

Then the user will arrive on the quote saved page with all prefilled information coming from the recurrent business opportunity.

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 and updated are the following:

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