- 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.