Once the proposal is successfully created, you can view the quote's related information at any time. This feature allows you to view and make the necessary changes to the existing configurations as required.

From the quote details page, you can view associated links to view Product Configurations, Documents, Line Items, Orders, Assets, Approvals, Quote Locations, Contract etc. On this page you can perform all the required actions to complete the quote lifecycle.

Ensure that the quote end date occurs after the start date. Validation on the quote fields can be achieved via a workflow (before saving the quote). The system displays the message based on the trigger conditions that have been defined.

The quote progress tracker allows you to track different stages of quotes operations or progress in real-time.

At the top-right corner of the screen, you can view the quote owner's details, the quote's grand total, and the Next Steps button. If the quote has been shared with individual users or user groups, circular indicators appear between the grand total and the Next Steps button. Hover over any circle to see the corresponding user's name. When the quote is shared with more than three users, only three circles are shown along with a number indicating the additional users. For example, if the quote is shared with seven users, you can see three circles and a "+4" indicator.

The Purchase Identifier (PI) value from the quote is displayed on all cart line items during the asset-based operations. If an asset has PI value, then user is restricted from updating the PI value on all primary asset lines. However if the PI value on primary line of a bundle is updated, then the value is copied till sub bundle options and rolled up lines during new sale. Assets with blank PI values inherit the quote's PI value, while assets with existing PI values remain unchanged.