Proposal Actions
This section describes the actions available at various stages of the proposal and their significance.
These actions are fields and they are configurable by the System Administrator per your business process requirements.
Configure Products
Action | |
|---|---|
Description | Starts a new configuration process for the Quote, or reconfigure an existing set of products on the Quote. |
Availability | If approval stage is Draft. |
Generate Proposal
Action | |
Description | Generates a Proposal document and attaches it to the Quote/Proposal record. |
Availability | Always Available if Ready to Generate is set to true. |
Present Proposal
Action | |
Description | Presents the attached document to the Quote to the end customer through an email. |
Availability | Always Available if Ready to Present is set to true. |
Accept Proposal
Action | |
Description | Accept refers to an end customer Accepting the final proposal. This button synchronizes all Summary lines with the Opportunity Products for the Related Opportunity. |
Availability | If approval stage is Presented. |
Make Primary
Action | |
Description | Sets this Quote to primary and all other Quotes for the Opportunity non Primary. Also enables the Synchronize with Opportunity button. |
Availability | If Primary flag is false. |
Synchronize with Opportunity
Action | |
|---|---|
Description | Synchronizes the finalized quote with the Opportunity, each time the cart is Finalized. If you are using automatic synchronization, you should remove this from the page layout. |
Availability | If Primary flag is true. |
Create Agreement with Line Items
Action | |
|---|---|
Description | Once accepted, the final step is to create the contract. |
Availability | If approval stage is Accepted. |
