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How to create a quote: for Account Managers


Step 1: Create a quote


Step 2: Add products & edit price conditions (quote line items):

Step 3: Review price conditions and line status

Step 4: Send quote for approval

Step 5: Send quote to customer

Step 6: Input customer's decision

Step 7: Send prices to SAP

Revise, Renew, Abandon, Reopen a quote:

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