The Quotes page is the home page of Supplyframe CPQ, where you can access your folders, quotes, and tasks.
There are two tabs in the Quotes page, the Quotes tab and the Tasks tab. See the sections below for a description of each.
1. Quotes
Use this tab to view and manage your Folders, reference All Quotes your team has created in your organization, and work on quotes you've created in My Quotes.
- Folder View: Use folders to group similar quotes together. This page shows the folders that you and your team have created in your instance of CPQ, and allows users to create new and manage existing folders in a central location. Any quotes that do not belong to a folder will appear in this page as well.
- All Quotes: Shows all quotes that have been created by you and other CPQ users from your company.
- My Quotes: Shows all quotes that you've created with your account.
Note that edit permissions differ based on user type. In CPQ, we have two types of users - Admins and Members. When Members belong to Teams, their user permissions depend on the permissions their team has been granted in the Permissions page.
- Admins: Admin users have the ability to open and edit any quote in your instance of CPQ, regardless of the permissions configured for the Teams they belong to.
- Members: Member users can open any quote, but can only edit the line items they've been assigned to. When Member users belong to Teams, permissions are defined by those configured for the team in the Permissions page. When Member users belong to more than one team, their permissions should be the aggregate configured permissions across all teams.
2. Tasks
This tab shows you My Tasks and Team Tasks. Tasks include line item assignments, as well as approvals.
When a team you belong to is assigned line items or is assigned to approve line items, all users on the team will see the quotes they've been been assigned to in the Team Tasks page. Any member that belongs to the team will have permission to access their assigned line items in the quotes listed on this page.
- My Tasks: These are tasks that were assigned to your user account.
- Team Tasks: These are tasks that are assigned to a team you belong to.
Tasks are removed from My Tasks and Team Tasks when you and/or your team are unassigned from all line item assignments and approvals for a given quote.
3. Quotes Page Features
Create New Quote
Use this feature to upload customer RFQs and create new quotes in CPQ. See the Creating a Quote or Uploading an RFQ knowledge base article for help using this feature.
Quote Actions
Move, Ownership, Change Status, and Remove are only available in the Quotes tab, and only become active when you've selected one or more quotes.
- Move: Move the selected quote(s) to a different folder.
- Ownership: Transfer ownership of your selected quote(s) to another user. This feature cannot be used when folders are selected.
- Change Status: Update the status of your selected quote(s). This feature cannot be used when folders are selected.
- Remove: Remove the selected quote(s) from your instance of CPQ.
Search
Use the Search feature to find folders, quote names, quote ID's, and customer accounts.
Sorting
Use the sort feature in your column headers to organize your folders, quotes, and tasks in a particular order.
Click on the up and down carets to sort your list by the selected column in ascending order:
Click the sort feature again to sort by your selected column in descending order:
Click on the Sorted By badge to return your table to the default sort order:
Filters
Use the filtering features in the column headers to narrow down and find folders and quotes you're looking for based one or more column value.
Click on the upside down triangle icon, select the value or values you want to filter by, then select Apply to save the filter:
Similar to the Sort feature, the badge below indicates which filter or filters are applied. Click on the badge to remove the filter:
Also, note that filters can be stacked, and filters from more than one column can be applied at the same time to narrow down results even further:
Pagination
In the Quotes page, Supplyframe CPQ only shows 25 results per page. Use the pagination feature available at the top and bottom right corners to navigate to other pages.