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.
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
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
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.
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
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.
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.
You can also open the Product Details and Configuration by clicking the product name and wrench icon respectively.
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.
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
{ "FieldName": "IsPrivate", "DisplayName": "IsPrivate", "DataType": "Boolean", "DefaultValue": "false" }
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).
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.
Guest users will not be able to generate the quote document.
To generate a quote document
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.
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.
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.
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.
- 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.
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.