To edit the Settings that are applied to your quote, click Quote button in the Quote Actions bar and click on Settings in the dropdown that appears.
CPQ will open the Quote Settings page from which you can view and adjust Quote Info, Settings, Customer Info, and Pricing Engine details.
Note that updating any field other the ones listed below will refresh all of the line items in your quote, as refresh is required for the feature to take affect, or automation features like Pricing Engine, Additional Fees, and Auto-Assignments may need to re-calculate line item details depending on the fields you adjust.
- Quote Info
- New Quote Name
- Registration Project ID
- Due Date
- Due Date To Sales
- Description
- Sales Channel
- Quote Type
- Quote Reason
- Priority
- Currency
- Conversion Rate
- Settings
- Multipliers
- Last Pick
- Autofill Quote Price
- External Suggestions
- Share
- Packing Methods
- Customer Info
- Contact Name
- Contact Email
- Contact Phone Number
- Pricing Engine