• Auto-Synching Cart Line Items to a Quote
    When Auto-sync is turned on, the system does validate for errors and auto-syncs the cart lines with the Proposal Lines.
  • Generating a Quote/Proposal
    This scenario guides you to generate a Quote/Proposal document based on the information you provided.
  • Presenting a Quote/Proposal
    After generating a proposal document, it is presented to the trading partner. The system sends an email with the generated Quote attached.
  • Reprice Quote
    Use the Reprice Quote feature to reprice all the parameters with a single click from the Quote/Proposal page.
  • Analyse Quote
    Use the Analyse Quote feature to examine the price waterfall chart and understand the product cost breakdown.