Brazil, Australia, Zurich
Standalone Application
Integrate Service Model Foundation with Quote Management to enable business organizations to optimize the end-to-end quoting lifecycle.
Quote management for business organizations enables sales agents and business organization staff to create and manage quotes on behalf of customers throughout the end-to-end life cycle. The integration with Service Model Foundation connects quote management to downstream processes such as sales orders and related workflows.
The integration supports the following capabilities:
- Create quotes for customers through channel partners.
- Update and manage quotes for business organizations.
- Track quote details, including seller and buyer information.
New:
- A Business Organization can now act as a Buyer organization. This enhancement enables Business Organizations to be designated as valid buyers on the quote entities, allowing internal users to create and manage quotes on behalf of Internal Organizations.
- A new sales representative role has been introduced for business-to-business organizations. This role provides users with the appropriate access to view and manage quotes relevant to their organization.
Not applicable for this application version. For more information, please see
Application Runtime Policy
Required Plugins
- Business Location (sn_bus_loc)
- Quote Management Application (app-l2c-quote-mgmt)