I/ Generate PDF
As an Account Manager, at any stage of the Quote process, I can generate a PDF of the current Quote, containing detailed information about the products included in it and the conditions.
This functionality can be found in “Email Offer” (1) tab at the top of the Quote record, beside the “Configuration and Product”
Available actions:
- I can select the language in which the PDF file will be generated (2)
- By Default the Customer Material number" is included. The account manager can decide not to include them. (13)
- The Account manager can decide to add addition note to the quote. This will be printed when the pdf is generated (14)
- The Account manager can decide to include Payment terms in the PDF.
- By default it is SET.
- The Payment terms are set at One Quote Creation & One Quote "Send for Approval" with the value of the Sold To.Payment terms
IPP-1547 - Quotes - Add customer material number in the quote PDF CLOSED
By Default, the Email Offer Language is the one from the contact.( OneQuote.Contact.language).
If the Contact language is not available in the Email Offer, by default it is set to English
- I can check older versions of the PDF (3) and check which version has been sent already to the customer (4)
- I can generate a new PDF (5)
Email Offer Language avaibility
- Novecare
- Chinese
- English US
- French
- German
- Italian
- japnese
- Korean
- Portugese (Brasil)
- Spanish
- TS
- English
- German
- Spanish
- French
- Italian
- Portuguese
- Korean
- Japanese
- China
Generate new PDF
When clicking on the new PDF button, I get a pop-up window displaying the new PDF file. From there, the following actions are available:
- I can save a version of the current PDF (6)
- I can save the current version of the PDF and go directly to the Send to Customer screen (7)
- I can cancel the current PDF without saving (8)
II/ Send Quote to Customer
As an Account Manager, there are two places where I can send a PDF copy of the current Quote to the Customer:
- Using “Save & Send” button from PDF pop-up:
When clicking on the “Save & Send” button, I get redirected to an Email edition screen, in which the PDF file is automatically attached, and the Customer Contact of the current Quote is set by the recipient by default.
An email template for Quote is displayed by default, I can select other templates if available, edit the text, and add extra recipients if needed.
- Sending an previously created copy of the PDF
In the Quote Version section of the tab, I can find in each line a button (9) to send via email that specific version of the PDF. This option will open the same Email screen described above.
Automations:
- If the current Status of the Quote is “Approved” when the Quote email is sent to the customer, then the Quote is automatically moved to status “Sent to Customer”
III/ Customer Approval
As an Account Manager, once the Quote is approved internally and Sent to the customer, and I have received confirmation from the customer to proceed with the offer, I can manually accept the products in the Quote, either by clicking on the “Accept all products” button (10) or by accepting the products one by one (11).
Once all the products in the Quote are accepted, then I can move the Quote record to the next stage.
For that, I have the “SAP Upload preparation” button (12), which will trigger the following actions:
- Quote Status will be moved to “SAP Upload preparation”
- A new Load Price to SAP task will be created and assigned to the right Queue of CSR users, depending on the region.
