Inside Sales PLT : How to submit a quote for technical review?


This article describes the steps to send a quote for Technical Review only or for Technical Review and Price Approval.  Before converting a quote to order, any applicable Technical Reviews must be complete and Pricing must be approved.  

1. Create a new quote with line items or open a quote with line items which is not ordered. Turn "ON" the editing options.

2. Navigate to the pricing page. Request for the required discount and also attached the required documents and notes understandable to the technical / pricing approval team.

Clicking on the button will trigger the technical review and pricing approval request.



Article ID: 3986
Last updated: 26 Jul, 2021
Revision: 4
Learning_Track -> Inside Sales PLT : How to submit a quote for technical review?
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