Create an alternative quote

You can create an alternative quote within an opportunity by copying an existing quote. Alternative quotes are quotes that exist simultaneously and are associated with a single opportunity.

About this task

After copying a quote, you can modify the product information, and the shipment and payment terms for the new quote. For example, let us suppose that you have a quote, Quote-A, for two desktop computers on which you have offered a discount of 5%. To provide another option to your customer, you can create an alternative quote, Quote-B, for one desktop computer and one laptop, on which you offer a discount of 6%. You can create Quote-B by copying Quote-A and modifying the product information accordingly.

You can create an alternative quote by copying an existing quote from either the Opportunity Details screen or the Quote Summary screen.

To create an alternative quote:

Procedure

  1. Click the Quotes tab in the menu bar.
  2. The Quote Home page is displayed. Perform either of the following steps:
    • Click the Find Quote hyperlink.
    • In the Search box, enter the name of the quote as the search criteria and click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes matching the search criteria.

      If the quote that you are searching for is displayed in the Matches on Quotes panel, click the corresponding Quote Name hyperlink or double-click the corresponding row. The Quote Summary screen is displayed. In this scenario, ignore steps 3 and 4.

      However, if the quote that you are searching for is not displayed in the Matches on Quotes panel, click Advanced Quote Search.

  3. The Quote Search screen is displayed. Enter the appropriate search criteria and click Search.
  4. The quotes matching the search criteria are displayed in the Search Results panel. Click the corresponding Quote Name hyperlink or double-click the corresponding row.
    Note: If only one quote matches the search criteria, the details of the corresponding quote are automatically displayed.
  5. The Quote Summary screen is displayed. From the Actions drop-down list, select Copy as Alternative Quote.
  6. The Enter Quote Name dialog box is displayed. In the Quote Name* box, enter a name for the new quote.
    Note: * indicates that the field is mandatory.
  7. Click Save. The Enter Quote Name dialog box is closed and the Quote Details screen of the newly created quote is displayed.

    After the alternative quote is created, you can perform the following tasks:

    • Add a Product to a Quote
    • Adjust the Price of a Product in a Quote
    • Adjust the Price of Multiple Products in a Quote
    • Adjust the Quote Price
    • View the Quote Price for a Different Pricing Date
    • Modify a Product's Quantity in a Quote
    • View the Notes Added to a Product in a Quote
    • Add a Note to a Product in a Quote
    • Add a Related Product to a Quote
    • Add a Related Product as a Recommended Product
    • Adjust the Price of Multiple Bundle Components in a Quote
    • Configure or Reconfigure a Product in a Quote
    • Delete a Product from a Quote
    • Define the Payment and Shipment Terms for a Quote