0
1.2.0
Zurich
Integrate Service Model Foundation with Quote Management for business organizations to streamline operations and optimize the end to end life cycle for quote management.
Quote management for business organizations enable sales agents and business organization staff to efficiently create and manage end to end lifecycle of quotes on behalf of customers. The integration of quote management with the Service Model Foundation application helps to update and manage integrations with downstream functionalities such as sales orders and other related processes.
Use the integration to perform the following actions.
- Create quotes for customers through channel partners
- Modify and manage quotes for the business organization
- Track seller and buyer details of the quote
- New
New Quote Relationship Manager persona : Quote relationship manager for channel partners having abilities to track and manage channel partner activities for assigned locations.
Required Plugins
- Business Location (sn_bus_loc)
- Quote Management Application (app-l2c-quote-mgmt)