Adding customer quotations
If an order is moved to the Quotation required status, you can create a quotation for the order and then add quotation line(s).
Procedure
1. At the Orders selection level, select the order to which you want to add the quotation.
2. Go to > .
3. On the action panel, click Add.
4. Complete the fields on the data panel.
Some fields are automatically populated by the system. For information on the available fields, refer to Customer quotation fields.
5. Click Save.
Based on the costs in the quotation lines, the final quotation is either accepted or rejected by the customer.
 | If a quotation has a fixed price quotation line and the quotation is in the Accepted status, clicking the Generate revenues action in Orders will create a fixed price order revenue for this order. |
| | You can configure web definitions (online Self-Service forms) that support the workflow of customer quotations. These definitions will enable your customers to review, approve or reject quotations on their customer portal. They can also consult any additional information (communication logs and and quotation lines). See Configuring 'Customer quotation' workflows for the customer portal, if you want to configure a web-based customer quotation workflow for your customers. |