0
5.0.0
Yokohama, Xanadu, Washington DC
The Quote Management application enables sales agents to create and track quotes during the sales cycle. The application is integrated with product catalog, pricing, and product configurator to facilitate capturing of product and services that the customer is interested in, with the ability to customize the offering and perform dynamic pricing.
- Create quote
- Create quote lines using product catalog
- Configure and price the quote
- Review pricing adjustments
- Add manual adjustments
- Create quote versions
- Create order from quote
- Provide visibility on cost of the product offering
- Create quote from sold product or product inventory
- Single-click creation of sales agreements from a quote
- Create sales agreements for configurable and bundled products and services
- Quote tasks
- Create orders from quote line items
- Location-based quoting and multi-line copy with option to set an alternate service location
- Display products covered by contracts or entitlements on the quote lines
- Create a quote for modification or renewal of contracts
- Generate PDF documents from a quote using a pre-set template and send them out for signatures via DocuSign integration.
- View the parent and child relationships between quote lines within a quote with the hierarchical list.
- View offer recommendations to upsell or cross-sell products that complement products in quotes.
New:
- Enable agents to create PDF documents from a quote using the ServiceNow PDF generator.
- Use the hierarchical list view to see the parent and child relationships between quote lines within a quote.
- Provide agents with offer recommendations to upsell or cross-sell products that complement products in quotes.
- Required plugins and products
- sn_l2c_quote_mgmt
- Dependencies
- Com.Snc.l2c_core
- sn_l2c_quote_mgmt_data_model
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable