View alternative quotes

Alternative quotes are quotes that are independent of each other, but are associated with a single opportunity. Alternative quotes are used to present different options to a customer. A customer can, however, accept only one option.

About this task

For example, if a customer is looking at purchasing kitchen appliances, you can present the following quotes as alternatives:

  • Quote1: One microwave oven at 5% discount and one coffee maker at 10% discount
  • Quote2: One microwave oven at 10% discount, one dishwasher at 5% discount, and one sandwich toaster and one coffee maker at 5% discount each

To view the alternative quotes for an opportunity:

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 View Alternative Quotes.
  6. The View Alternative Quotes screen displays the list of alternative quotes available for the quote along with the current quote. In the Quotes panel, click the Quote Name hyperlink to view the details of a quote.

    The Quote Summary screen pertaining to the quote you selected is displayed.