Viewing and Modifying a Quote
After requesting a quote, you can view and modify the requested quote and resubmit. To view all the quotes created by you and belonging to the same account, go to My Accounts > My Quotes page.
- From the Quote Request confirmation popup, click REVIEW YOUR QUOTE button. The quote page appears where you can view and update the following:
- Quote Summary - You can update the Quote Title, RFP Response Due Date, Primary Contact, Ship To Account, and Bill To Account.
- 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 Draft stage.
- Comments and Attachments.
- After the changes are done, click Finalize and Submit. The Quote Request confirmation pop up appears.
Click REVIEW YOUR QUOTE button on the quote confirmation pop-up. When the quote page appears, you can now either click Finalize to move the quote from the Draft stage to Approved stage or click Generate Quote to generate a quote document to be presented to the customer for their review and acceptance. Once approved, you can either click Accept Quote to accept the quote and place an order or click Generate Quote to generate a quote document to be presented to the customer for their acceptance.