View and Modify a Requested Quote
After requesting a quote, you can view and modify the requested quote. To view all the quotes created by you and belonging to the same account, go to My Accounts > My Quotes page.
Click the Proposal Name link from the Quote list page or click the Review Your Quote button from the Quote Request confirmation popup. The quote page appears where you can view and update the Quote Summary, Line Items, Attachments, and Comments.
Quote Summary
You can update the Quote Title, RFP Response Due Date, Primary Contact, Account Name, Ship To Account, and Bill To Account.
The following API is used for updating the value. For more information, click here.
PATCH https://<URL_of_the_Instance>/api/quote/v1/quotes/{quoteId}
Using Line Items
You can manage the details of a quote by editing line items to ensure that the quote accurately reflects the products and services being offered. This task is typically performed during the quote preparation phase, especially when adjustments are needed to meet requirements or to update pricing and quantities.
Using Attachments
If you want to upload some required document(s) in a particular quote, you can upload it from the Attachments section.
Prerequisites
The implementer must create an IsPrivate custom field with a boolean data type and default value as
false on the DocumentMetadata object. Use the
Admin User Interface or the
following API and sample payload: POST https://<URL_of_the_Instance>/api/schema/v1/objects/{objectName}/fields
{
"FieldName": "IsPrivate",
"DisplayName": "IsPrivate",
"DataType": "Boolean",
"DefaultValue": "false"
}- Click Upload to upload the selected file to
the quote.
You can File Name, Size, Type, Created By, and Created Date information under the Attachments section. The file types listed in the following image are supported. You can upload up to 28 MB of document(s).
Note:The following API is used for uploading the document. For more information, click here.
POST
https://<URL_of_the_Instance>/api/document-management/v1/documents/uploadFor example:
https://<URL_of_the_Instance>/api/document-management/v1/documents/upload?objectType=order&objectId={objectID}
Using Comments
The Comments feature in Partner Commerce enables effective collaboration between Sales Representatives and Partners during the quote review process. It allows users to exchange feedback, request changes, and maintain a clear discussion trail directly within the application.
When a quote is in the Presented status, the Request Changes action becomes available. Partners can use this action to provide comments by selecting a comment type and entering their feedback. Each comment includes the user name, timestamp, and comment type, ensuring transparency and traceability in communication.
All submitted comments appear in the Comments section of the quote, allowing both Sales Reps and Partners to review and respond as needed. This feature enhances collaboration by centralizing discussions within the quoting workflow.
- Go to the quote and click Comments tab or scroll down to Comment section.
