Creating an alternative quote

A Field Sales Representative can create an alternative quote in an opportunity by copying an existing quote.

At times, a Field Sales Representative may want to present alternative quotes to a customer. For example, let us suppose that a customer is interested in purchasing 10 computers. A Field Sales Representative may want to create a quote for 10 desktop computers, offering a discount of 5% on the quote total. To provide the customer with another option to choose from, the Field Sales Representative may want to create another quote for 5 desktop computers and 5 laptops, offering a discount of 7% on the quote total.

Solution

A user can create an alternative quote in an opportunity by copying an existing quote. The copyOrder API is called to create the alternative quote. When an alternative quote is created, all the attributes defined in the Copy Order template for the quote fulfillment process type in the Applications Manager are copied from the original quote to the new quote.

End-user impact

None.

Implementation

You can define the attributes that should be copied when copying a quote in the Copy Order template in the Applications Manager.