Training material and step by step guide of the Quote tool in iCare are available in the e-learning Campaign and Quote presentation. 


Process Overview:

Process by role:

  • Account Managers

Here, you will learn the end-to-end process of quote creation. This includes:

  • How to create a quote?

  • Add , Configure, and Send Products for Approval: Once the quote has been created. Also learn about Final Consignee, Approvals required, Payment terms and rebates, Inputting standard brackets

  • How to generate an email offer/PDF?

  • How to extend a quote?

  • How to renew a quote?

  • What reports are available on iCARe regarding the quote process?