Approved Quotes Card

Use the Approved Quotes card to see approved quotes for your company and launch quote IDs in the Software Ordering application.

Required Authorization

To view the Approved Quotes card, you need to have Partner - End Customer Sales & Adoption authorization.

Procedure

  1. From the sidebar, select Sales Marketing → Deal Execution tab → Approved Quotes card.

  2. You can identify quotes that you are assigned to by clicking on the downward arrow beside the Standard view and selecting My Quotes. 

  3. You can also create a personalized view by clicking the Filter and selecting the different options available. You can then save this view by clicking on the downward arrow beside the Standard view and clicking on Save As. 
  4. Click on Manage Quote to access the Software Ordering application, where you can further work on your quote.
  5. Select Booked Quotes at the top right of the card to see booked quote details in the Software Ordering application.
  6. Export to an xlsx file on your computer.