Viewing Quotes
- Quote Number: This is a system generated number when a quote a created.
- Name: This is the user defined name given to the quote during creation.
- Price List: The price list that is associated with the quote.
- Account: The account that is associated with the quote. Click on the Account name to view additional details.
- Net Amount: The net amount of the quote.
- Opportunity: The opportunity through which this quote is generated.
- Approval Stage: The current stage of the quote such as Draft, Presented, Accepted, etc.
- Valid Until Date: The validity date of the quote.
- Created Date: The creation date of the quote.
- Modified Date: The last modified date of the quote.
To view the quotes
Login to Conga CPQ on Platform to view the Quotes page.
