You can create quotes faster by using favorites, also known as saved configurations. These pre-defined setups let you:

  • Quickly add products by selecting a favorite from the catalog and add it to your cart.
  • Save time by reusing configurations for multiple quotes or orders. It ensures consistency and accuracy while speeding up the quoting and ordering process.

You can add favorites to your cart like any other product, making it easy to combine multiple saved configurations in a single order or quote. This feature helps you quickly create accurate quotes and meet different requirements without starting from scratch.

Favorites can be private or public. A private favorite is only visible to you, while public favorites are visible to everyone on the My Favorites page. You can also view public favorites that are scoped for a specific account.

Prerequisites

You must set the EnableFavorite flag in ConfigSystemProperties to use favorites functionality. Enable the flag using the provided API. For more information, click here.

PUT https://<URL_of_the_Instance>/api/revenue-admin/v1/flows/system/settings/ConfigSystemProperties

Sample Request Body

{
  "EnableFavorite": true
}
CODE


This section provides information on managing favorites.