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.