Knowledge Base Table of Contents
Quotes
Creating & Loading a Quote
- Configuring Auto-Assignment Rules (Admin)
- Configuring Quote Reasons (Admin)
- Configuring Quote Types (Admin)
- Creating New Quotes
- Create New Quote - Info
- Create New Quote - Mapping
- Create New Quote - Pricing Engine
- Create New Quote - Settings
- Customer-Specific Upload Mapping
- Duplicating RFQ
- Items and Subitems
- Registration Pricing for Customer Self-Service
- Uploading Your Quote - Troubleshooting
- What is a Quote?
Cleaning Your Quote
- Commodity IQ in CPQ
- How Can I Obtain CAD data for a Part?
- How Can I See Where Parts Have Been Used or Quoted Before?
- Part Comparison
- Adding New Parts to Existing Quote
- Cross References
- What are Catalog Suggestions
- Fixing Part Numbers
Pricing & Availability for Your Quote
- Applying Pricing Engine Rules To Quotes
- Customer Specific Pricing (Admin)
- Global Pricing Rules (Admin)
- Pricing Engine
- Suggested Price Modal
- Target Price
- Using Part Intelligence
- Viewing the Award Value
Navigations Tips
- Advanced Search
- Comments Collaboration
- Configurable Quote Statuses (Admin)
- Configuring Line Item Statuses (Admin)
- Line Item Statuses
- Logging in to CPQ
- Packing Methods (Admin)
- Quote Settings
- System Settings (Admin)
- Tasks
- Auto-Assignments (Admin)
- View Alternates within Part Intelligence
- Using The Quotes Page
FAQs
- CPQ Release Notes
- Contacting the Supplyframe Support Team
- Supplyframe Support Holiday Schedule
- Activity Stream
- Admin Information
- Approvals Workflow (Admin)
- Billing Invoice Questions
- Catalog
- Conversion Rates & Currency
- CPQ API
- Customers List
- Data Specifications
- Edit History
- Editing Your Account & Profile Settings
- Exporting Your Quote
- Group Edit Multiple Lines At Once
- How do I edit user permissions?
- How do I remove an item from my quote?
- How does the system split-quantities?
- How is the margin (Gross Profit) calculated?
- How to Filter Your List
- Member Settings (Admin)
- Platform Troubleshooting
- Price & Cost
- Quote & Order History
- Site Language Settings (Admin)
- Split Quantities Additional Features
- Splitting Quantities
- Tariffs