• Click the Find Quote hyperlink.
• In the Search box enter the name of thequote as the search criteria and click the Search icon. TheQuick Search Results screen displays a maximum of 10 quotes matchingthe search criteria.

  If the quote that you are searchingfor is displayed in the Matches on Quotes panelclick the corresponding Quote Name hyperlink or double-click the correspondingrow. The Quote Summary screen is displayed. In this scenario ignoresteps 3 and 4.

  However if the quote that youare searching for is not displayed in the Matches on Quotes panelclick Advanced Quote Search.

The Quote Summaryscreen is displayed. The following table describes the fields displayedin the Quote Summary screen:

Field

Description

<Customer information or customer contactinformation including name phone number and e-mail address>

The details of the customer contact are displayedincluding the name phone number and e-mail address.

Status

The status of the quote. A quote can be in oneof the following statuses:

• Created - This indicates that the quote has beencreated.
  Note: If a quote is pending approvalthe Pending Approval icon is displayed to indicate that thequote has been put on hold. If the request for approval of a quotehas been rejected by an approver the Approval Rejected iconis displayed.
• Approved - This indicates that the quote has beenapproved.
• Presented - This indicates that the quote has beenpresented to the customer.
• Accepted - This indicates that the quote has beenaccepted by the customer.
• Rejected - This indicates that the quote has beenrejected by the customer.
• Ordered - This indicates that the quote has beenconverted to an order.
• Abandoned - This indicates that the quote has beenabandoned.

Quote ID

The unique identifier of the quote.

Opportunity Name

The name of the opportunity with which the quoteis associated.

Expiration Date

The date by which the quote will expire. If theexpiration date is not specified before the quote is presented tothe customer the Expiration Date - Warning icon is displayed.When you move the pointer over this icon the following message isdisplayed:

''If sent to the customer today thisdate will be <current date + Default Expiration Period (NumberOf Days) rule>''

Pricing Date

The pricing date of the quote. The prices of theproducts in the quote are calculated based on this date.

An icon along with a text indicator for the primaryquote

Identifies whether the quote is a primary quoteor not.

Additionally you can view the followinginformation:

• In the Customer panel youcan view the following information:
  • Contact Address: The sold to address ofthe customer contact for which the quote has been created.
  • Shipping Address: The ship to address ofthe customer contact for which the quote has been created.
    Note: If the customer is a business customerthe name of the company is displayed.
• In the Pricing Summary panelyou can view the following information:
  • Line Sub Total: The sub total of the quote'sprice.
  • Adjustments: The adjustments applied tothe quote.
  • Shipping: The shipping costs of the quote.
  • Taxes: The tax amount applied to the quote.
  • Total: The quote's total. This is thetotal amount that will be charged to the customer after taking intoaccount all the adjustments charges and taxes applied to the quote.
  • Profit Margin: The profit margin that willbe earned from the quote if the quote is converted to an order. Thisis displayed as a percentage. For example a profit margin of 20%means a profit of $20 from every $100 that is earned from the quote.
• In the Terms panel you canview the following information:
  • Payment Term: The payment term to be usedfor the quote. The payment term is used to specify the time framea customer is entitled to for paying the amount due if the quote isconverted to an order.
  • Requested Delivery Date: The requested deliverydate for the quote. The requested delivery date is the date on whichthe products in the quote have been requested for delivery. For examplea customer may want a certain product in the quote to be deliveredon Christmas eve.
  • Carrier: The carrier service to be usedfor the quote. The carrier service is the transportation service providerthat will be used to deliver the products in the quote if the quoteis converted to an order.
  • Level of Service: The level of service forthe quote. The level of service determines the way in which the orderwill be fulfilled if the quote is converted to an order. For exampleyou may choose to either have the products delivered using a normalspeed carrier service or an express carrier service. Note that theshipping charges may differ based on the level of service you select.
• In the Lines panel you canview all the products in the quote along with the quantity and linetotal.
• In the Notes panel you canview the notes added to the quote.