Introduction
The New Quote screen offers functionality for creating a new quote.
How it fits together
The New Quote screen offers functionality for creating a new quote. By default, customer details are stored in the CPQ Dealer Portal so that the dealer can use them. Upon request, they may be mapped to the OEM/manufacturer’s Host System.
Actions available
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Enter the minimum data to create a quote. The minimum data required is:
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Customer reference
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Contact name
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Company name
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Set the status of the quote. Read the lifecycle stages of a quote for more information about statuses.
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Open the CPQ Web Configurator to start adding products to this quote.