How to create a quote: for Account Managers

There are 3 ways to create a quote:

Information regarding the customer & details:

Draft: step 1: add products & edit the quote information:

Sent for Approval: step 2:

Approved: step 3:

Quote sent to customer: step 4:

Last super important step: SAP UPLOAD: step 5:

Extend,Renew,Abandon,Reopen a quote:

Approvers (PAM, Sales Directors)

Price Admin Team

CSR Team

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