The aim this page is to share all available support documentation about One Quote tool. You you find:
- FAQ
- Short videos on functionalities
- Uses Cases
Short videos
| Topic | Video objective | Video Link |
|---|---|---|
| New UX Product Table | Learn how to use the new product table. Usage of filters and quick find box. Line status. How to approve quotes and | |
| Account selection | How to identify the right sold-to and ship-to for my Quote?Leverage the Pricing Transparency Dashboard to check your accounts by code. | |
| Managing large portfolios | How to Mass duplicate Quote line items to a new incoterm and/or ship-to? | Step by step video (47 seconds) |
| PDF customization | How to create and send a complete offer in one shot?
| |
| Quote ownership | 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 | |
| Delegate Approvals | 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. | |
FAQ
| Questions | Answers |
|---|---|
I have a quote under “Closed - Sales Started” but I need to change the price. What should I do? | You can renew the quote, enter the new validity & price and send the quote to "SAP Upload Preparation"
In SAP prices are override by the new ones The original quotes will become expired when price admin/csr complete the task on the second quote |
