Learn how to use the new product table:

• New tabular format with panel displaying under the line
• Filters and search box
• Global Indicator for line status
• Approval & Accepted by Customer Column

How to identify the right sold-to and ship-to for my Quote?

Leverage the Pricing Transparency Dashboard to check your accounts by code.

How to create and send a complete offer in one shot?

• Add Incoterm details to specify 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

How to change/transfer the ownership of a quote?

This video is useful in case you need to transfer a few quotes (one by one) to a new quote owner. For a mass transfer, please reach out to your GBU Data Steward

Whenever you are out of the office, we recommend that you can delegate your approval process for One quote to prevent sales reps from moving on with there customer discussion.

Step by step documentation here

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