Viewing and Modifying a Quote
After you have requested a quote, you can view your requested quote and also track the status of the quote from the Request Quote confirmation page. To view all the quotes created by you and belonging to the same account, go to My Account > Quotes page.
You can also view and accept quotes that are presented to you for review and proceed to place the order.
From the Quote Request confirmation popup, click the REVIEW YOUR QUOTE button. The quote page appears where you can view and update the following:
- Line Items - You can edit the line items in a requested quote to add, modify
or delete items. Clicking the wrench icon next to a line item opens the Product
Configuration popup.Note:
You can only modify the line items when the quote is in the Draft stage.
You can view the requested quote from My Account > Quotes. An order is generated for the quote. You can view and track the status of the order from My Account > Orders.
While converting Quote to Order, you must associate the opportunity that is associated with the same Account.