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

See all 14 articles

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

See all 8 articles

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

See all 8 articles