Managing Quotes

Quotes page displays a list of all quotes that you have requested and created. To view all the quotes created by you, Click the Menu () icon > My Account > Quotes. You can also see the total quote number and amount at the top of the Quotes page. The total quote number and amount will change depending on the filter applied.

Note:

The following API with the appropriate parameters is used to retrieve the selected account's quote data. For more information, click here.

GET https://<URL_of_the_Instance>/api/quote/v1/quotes

From the Quotes page, you can:

View summary chart: You can view the summary chart for all of the quotes that are placed. You can also customize the chart by applying the advanced filters. Quotes by Status (bar chart) and Quotes by Due Date (pie chart) charts are available with out-of-the-box template. Hovering the mouse over a status displays the quantity and amount for that status.
Request a new Quote: You can request a new quote by clicking the New Quote button and then adding line items (products) for the quote. For more information, see Requesting a Quote section below.
Search for a quote: You can search for the quote to refine the quote list. Enter a keyword related to the name. It displays all quotes that contain that keyword.
Note:
The following API with the filter parameter is used to search for the particular quote. For more information, click here.

GET https://<URL_of_the_Instance>/api/quote/v1/quotes

For example: https://<URL_of_the_Instance>/api/quote/v1/quotes?filter=eq(Account.Id:'<actual accountId>')&filter=noteq(Status:'Saved')&sort=DESC(ModifiedDate)&Page=1&limit=10
Sort the quote list: You can sort the quote list by clicking the Proposal ID, Proposal Name, Approval Stage, Price List, Account, and Last Modified Date column names.
Set pagination: You can specify how many quotes should be displayed on a single page. To enable pagination, go to the per page field on the top right bar and select a value.
Filter the quote list: You can sort the quote list by clicking the filter icon. The Advanced Filters pop-up appears. You can filter the quote list based on the following fields. You can also add multiple filter criteria by clicking the Add Criteria button.
- Approval Stage
- Bill To
- Created Date
- Grand Total
- Pending Duration
- RFP Response Due Date
- Ship To

Note:

The following API with the filter, page, limit, and sort parameters is used for sorting, pagination, and filtering. For more information, click here.

GET https://<URL_of_the_Instance>/api/quote/v1/quotes

For example: https://<URL_of_the_Instance>/api/quote/v1/quotes?filter=eq(ApprovalStage:'Draft')&filter=eq(Account.Id:'<actual accountId>')&sort=DESC(ModifiedDate)&Page=1&limit=10

You can click the Quote Number or Name link to open the quote details page.

Before placing an order, you can create and request a quote for a customer in order to get better pricing and product configuration.

After requesting a quote, you can perform the following:

Generate a quote document.
View and track quotes.
Modify the quote by editing the header and line items in a requested quote. You can only add, change, or delete items from the requested quote in the draft stage.
View and manage details of a requested quote created by the customer or created for the customer.

As an experienced buyer, you can also use the Quick-Add () button to add multiple products to the cart and create quotes and orders quickly. For more information, see Using CTA (call-to-action) "Quick-Add" button.

Requesting a Quote

As a logged-in user, you can request a quote from the following two places:

Add products to the cart and request a quote by clicking the Request Quote button on the cart details page.
Create a quote by clicking the New Quote button on the Quotes (quote list) page and adding line items (products) for the quote.

Quotes Page

Cart Details Page

To request a quote

Click Request Quote from the Cart details page.

Enter the following details for the quote on the Request Quote page.


Field Name	Description
Quote Title	Enter a meaningful Quote Title. By default, it is auto-populated as New Quote.
RFP Response Due Date	Enter an RFP Response Due Date by which you are expecting a response on the quote request.
Primary Contact	Search and select the Primary Contact associated with your account.
Ship To	Shows the Ship To location of the account associated with the primary contact. You can search and select another value to update this field.
Bill To	Shows the Bill To location of the account associated with the primary contact. You can search and select another value to update this field.
Source Channel	Retrieves its value from the Storefront's Channel Type. Select it from the dropdown list.

Click Request Quote. If the implementor has enabled the CAPTCHA functionality, follow the next step.

Note:
By default, CAPTCHA functionality is not enabled. The implementor must set the captchaSiteKey? parameter to the template (see the Configuring Templates topic) and add the captcha property (see the image below) with the Price Summary component while configuring the template. For more information on the Price Summary component, see SDK Reference > Components section > Price Summary component.

Check the captcha checkbox labeled "I'm not a robot". Sometimes, you may need to solve a captcha puzzle after clicking the checkbox.

After successfully verifying the Captcha, a request for a quote will be sent out, and you will see a success confirmation popup after the quote has been generated.

To see more information about the quote, click Review Your Quote. This opens the Quote details page.

Note:

The following API is used for requesting a quote.

POST https://<URL_of_the_Instance>/api/cart/v1/carts/{cartId}/quote

The following API with the includes parameter is used for reviewing the requested quote (on the Review Your Quote button). For more information, click here.

GET https://<URL_of_the_Instance>/api/quote/v1/quotes/{Id}?includes=items

To request a quote from the quote list page

Click New Quote from the Quote list page.

Enter the following details for the quote on the Place Quote page.


Field Name	Description
Name	Enter a meaningful Quote name. By default, it is auto-populated as a New Quote.
Primary Contact	Search and select the Primary Contact associated with your account.
Description	Enter the appropriate description.
Bill To	Shows the Bill To location of the account associated with the primary contact. You can search and select another value to update this field.
Ship To	Shows the Ship To location of the account associated with the primary contact. You can search and select another value to update this field.

Click Request Quote.

Note:
The following API is used for requesting a quote. For more information, click here.

POST https://<URL_of_the_Instance>/api/quote/v1/quotes
Click Review Your Quote to see the information on the quote. This opens the Quote details page.

Note:
The following API with the includes parameter is used for reviewing the requested quote (on the Review Your Quote button). For more information, click here.

GET https://<URL_of_the_Instance>/api/quote/v1/quotes/{quoteId}?includes=items
Go to the Line Items section and click the Add button to add line items to the quote. When you click the Add button, a new Cart is created, activated, and associated with the quote.
On the Cart details page, click the View All Products link. You are redirected to the Product Catalog page.
Select and add product(s) to the cart. For more information, see Browsing Catalog.

The product is added to the cart and you can view the complete list of products in the mini cart by clicking the cart icon on the top right.
Click Finalize & Submit to apply the changes to the cart and quote or click Discard Changes if you do not want to apply your changes to the cart and quote.

You can add more products and perform additional functions on the cart details page. For more information, see Working with the Main Cart.

Viewing and Modifying a Requested Quote

After requesting a quote, you can view and modify the requested quote. To view all the quotes created by you, Click the Menu () icon > My Account > Quotes.

Click the Proposal Name link from the Quote list page or click the REVIEW YOUR QUOTE button from the Quote Request confirmation popup. The quote page appears where you can view and update the following details:

Quote Summary

You can update the Quote Title, RFP Response Due Date, Primary Contact, Account Name, Ship To Account, and Bill To Account.

Note:

The following API is used for updating the value. For more information, click here.

PATCH https://<URL_of_the_Instance>/api/quote/v1/quotes/{quoteId}

Line Items

Click the Edit button to edit the line items in a requested quote to add, clone, modify, and delete line items.
After the changes are done, click Finalize & Submit.

Note:

You can also open the Product Details and Configuration by clicking the product name and wrench icon respectively.

Note:

You can only modify the line items when the quote is in the Draft stage.

Attachments

If you want to upload some required document(s) in a particular order, you can upload it from the Attachments section.

Note:

Prerequisites

The implementer must create an IsPrivate custom field with a boolean data type and default value as false on the DocumentMetadata object. Use the Admin User Interface or the following API and sample payload: POST https://<URL_of_the_Instance>/api/schema/v1/objects/{objectName}/fields

Sample Payload

{
    "FieldName": "IsPrivate",
    "DisplayName": "IsPrivate",
    "DataType": "Boolean",
    "DefaultValue": "false"
}

Note:

Guest users will not be able to upload or delete any documents from the Attachments section. They can only view documents associated with the quote.

From the quote details page, click the Attachments tab.
Drag and drop the file or click the browse link and select the file.
Refer to the following image for the supported file type.
Check the Make visibility private checkbox to make the attachment only visible to you on the quote details page.
Click Clear if you want to remove the selected file.
Click Upload to upload the selected file to the order.

You can File Name, Size, Type, Created By, and Created Date information under the Attachments section. The file types listed in the following image are supported. You can upload up to 28 MB of document(s).

Note:

The following API is used for uploading the document. For more information, click here.

POST https://<URL_of_the_Instance>/api/document-management/v1/documents/upload

For example: https://<URL_of_the_Instance>/api/document-management/v1/documents/upload?objectType=order&objectId={objectID}

Generating a Quote Document

As a logged-in user, you can generate a quote document so that you can review the proposal document and place an order. The Generate Quote button is available for a quote in Draft or Approved status.

Note:

Guest users will not be able to generate the quote document.

To generate a quote document

From the quote details page, click the Generate Quote button.
Select a template from the list.

Note:
The list of templates is retrieved from the Template object, where the business object is Proposal and the IsActive flag is set to True. The following API is used to get the list of templates. For more information, click here.

GET https://<URL_of_the_Instance>/api/data/v1/custom-objects/Template?criteria=BusinessObject=Proposal
Select the document format of the file to be generated. For example: DOCX, PDF, or PDF/A.
Check the Include Watermark checkbox to include DRAFT as a watermark in the generated document.
Click Generate to initiate quote document generation. A confirmation message appears and the quote details page is displayed.

Note:
The following API is used to generate the document. For more information, click here.

POST https://<URL_of_the_Instance>/api/ingress/v2/documents/generate

The quote stage moves from Approved to Generated, the generated quote is available under the Attachments section, and a notification email is sent to the primary contact of the quote. You can also download and delete the generated document.

Note:

The following API is used for the email notification. For more information, click here.

POST https://<URL_of_the_Instance>/api/email/v1/emails/bulk

Presenting a Quote

In the Commerce application, presenting a quote allows partner users to share a quote with customers. Once a quote is in the Generated stage, the Present button is available. This enables to review and send the quote to customers, ensuring they receive accurate pricing and details before making a decision.

For Generating a Quote, see Generating a Quote Document.

To present the generated quote

Open the generated quote details page and click Present.
Documents and Send sections appear.
Note:
The Documents and Send sections help you manage and send documents with a quote.
- Documents Section: Allows you to choose documents related to the quote.
- Send Section: Allows you to enter email details, select recipients, and add attachments to send the quote via email.
Select attachments from the Available Documents list.
Note: These documents are either generated from the quote or uploaded manually. If you need additional documents, click Generate to create new ones. For more information, see
Generating a Quote Document
.
Use the Search documents box to find specific documents. Selected documents appear in the right panel.
Click Next to proceed to the Send section. If you wish to discard your changes and go back to the quote details page, click Discard.
In the Review and Send, the To field is pre-filled with the quote's primary contact email. You can change or add another email address by entering the recipient's email and selecting it from the list.
Enter email addresses in the Cc and Bcc fields if needed.
Enter the Email Subject and Email Message. If you want to use an email template, search for it in the Email Template box. Selecting a template will auto-fill the subject and email body.
Note: The email template feature allows you to quickly populate the Email Subject and Email Message fields. Searching for and selecting a template in the Email Template box automatically fills these fields, saving time and ensuring consistency.
You can add additional supporting documents for the quote. Click Add Attachment to include additional supporting documents.
1. In the Upload Files popup, you can drag and drop files or click browse to select them.
2. To restrict visibility, check the Make visibility private box. To remove a file, click the delete icon next to the respective selected file.
Click Confirm to add the attachments.
The attachments appear on the main screen. To remove the attachment, click the delete icon next to it.
Click Send to email the quote details with the selected documents.

The system sends the email to the recipients with the quote details and the selected documents as attachments.

The quote status changes from Generated to Presented.

Note: You can present the same quote multiple times if needed by clicking the Present button.

Accepting a Quote

You can accept a quote, when the requested quote is in Approved, Generated, or Presented stage.

When the quote is in Generated stage, click Accept to accept the quote.

After the quote is presented to the customer, when you receive confirmation, click Accept. The quote is accepted and ready for placing an order.

The Accept confirmation popup appears.

Auto Activate Order on Accept Quote

The "Auto Activate Order?" field determines whether an order is automatically generated and activated when a quote is accepted in Partner Commerce. If the field is set to true, the system creates and activates the order, converting the quote's line items into assets. If the field is set to false, the quote can still be accepted, but the order will not be automatically generated or activated, requiring manual steps to proceed. This setting ensures flexibility in managing orders based on business requirements.

Administrators can set Auto Activate Order? field in Admin UI or Update a quote API.

To activate an order

Make sure the "Auto Activate Order?" field is set to true in Admin UI or via the Update a quote API.
Go to the Commerce Application to accept the same quote.
Click Accept.

The application accepts the quote, generates and activates an order, and converts the listed line items into assets.

Rejecting a Quote

In the Commerce application, rejecting a quote allows to decline a presented quote if it does not meet customers requirements. When a quote is in the Presented stage, you can click Reject to formally reject the quote. This ensures clear communication and helps maintain an accurate record of quote statuses.

After the quote is rejected, it moves to Denied (read-only) status with no further edits allowed.

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Managing Quotes

Requesting a Quote

To request a quote

To request a quote from the quote list page

Viewing and Modifying a Requested Quote

Generating a Quote Document

To generate a quote document

Presenting a Quote

Accepting a Quote

Auto Activate Order on Accept Quote

Rejecting a Quote

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