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The aim this page is to share all available support documentation about One Quote tool. You you find:

  • FAQ
  • Short videos on functionalities
  • Uses Cases



FAQ

QuestionsAnswers
I have a quote under “Closed - Sales Started” but I need to change the price. What should I do?

You can renew the quote, enter the new validity & price and send the quote to "SAP Upload Preparation"

In SAP prices are override by the new ones

The original quotes will become expired when price admin/csr complete the task on the second quote









Short videos

Video objectiveVideo Link
How to Mass duplicate Quote line items to a new incoterm and/or ship-to?


Step by step video (47 seconds)

How to create and send a complete offer in one shot?
  • Add Incoterm details to speficy port of loading or destination
  • Add  special agreement terms or other special customer information per quote line item
  • Add general notes to be included in the PDF (e.g. Payment terms, Contact details, etc)
  • Attach prices in excel or other documents

Step by Step vide (2:26 minutes)








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