Load Existing Quotes

Once a quote has been created, user can view and perform actions on it in the load quote section. The load quote section can be accessed in two ways. The most convenient way is through the Existing Quotes link at the top of the page or by clicking the Load Existing Project/Quotation button on the Home page.

The load quote page displays quotes in three tabs: My Quotes, Waiting for Approval, and Other Quotes.

The My Quotes tab displays all quotes you have created or were reassigned to logged user. If logged user is also the approval parent for other users, then quotes that have been submitted to him for approval will be displayed under the Waiting for Approval tab. Quotes displayed under the Other Quotes tab are other users’ quotes that can be seen. It is possible to set a tab to be displayed each time user visits this page by checking the Make this my default tab box.

This tab will be displayed each time user logs in. The system remembers tab that has been visited during each login session. So if user goes to a different tab other than his default, visits another page, and return to the load quote page, this tab will be displayed. Once user logs out or closes browser window, current session will be erased and default tab will be displayed.

Clickable link for edit action

Users can easy access to the quotes from this page. For all tabs (My Quotes, Waiting for Approval, Other Quotes) column that is used to display quotation number will be displayed as link. When user clicks on this link, ‘Edit’ action will be executed for the quote and user will be redirected to the quote.

If user doesn’t have permission to edit the quote, after clicking on the quotation number, CPQ will show the message : You don’t have permission to edit quote quotation number.

When in quote, for the columns ‘Part Number’ and ‘Product Name’,entry will be displayed as link if there is an ‘Edit Item’ action available for this entry. When user clicks on this link, ‘Edit Item’ action will be executed (CPQ will behave in the same way as if ‘Edit action’ has been executed). User will be redirected to product configuration page (this will be applied to all product types – configurable, system, collection or parent/child system).

Filtering Quotes

Quotes on each tab can be filtered or searched, by clicking the Filter tab on the left side of the quotes. This displays the filter panel where user can filter quotes by status, date created, or other fields, such as quote number, total amount, discount amount, etc. User can also define how many quotes are displayed per page on the load quote page through the filter panel.


Figure C - Filter Panel

It is important to know that when entering dates for Date Modified and the date range user must follow the date format that is defined on the User’s Page. If not, an error will be shown.
To set a filter to be active each time user visits the load quote page click the Set as my default filter box. The system does remember filter for each login session, but once user is logged out or browser window is closed, session is erased and default will be active. Choosing the Set as my default filter box will ensure that this filter is active each time user logs in. It should be noted that filters are carried through all the tabs. Because some quotes may be filtered out, you might want to change the filter when you switch tabs.

Quote Management from the Load Quote Page

Doing quote management from the load quote page can be done in three main ways: performing actions, changing the status, and making revisions. Most quote management tasks can be done quickly from the load quote page. Alternatively, though, user can perform these tasks from the Revisions screen (explained below).

Performing Actions

Actions for quotes range from reassignment to editing or creating a copy. User can easily see the list of actions available for a quote by clicking the drop down box in the Actions column.

Selecting an action from the drop down box will activate it. For some actions an alert box will be displayed asking conformation for the action.

Changing the Status

Quotes go through a workflow, or a lifecycle, in the system. This is achieved with the status of quote. The current status of the quote is displayed in square brackets in the Change Status column. Quotes can be pushed through the workflow automatically or manually. Performing actions may put the quote into a different status. User can manually change the status by selecting a status from the drop down in the Change Status column.

Quote Revisions

Revisions can be created and maintained from the Revisions screen. This screen can be accessed by clicking the link in the revision column. Visibility of revision column can be controlled through administration → Quotes/Column Headings (for changing custom existing quotes transformation in order to support this functionallity - view here). From there user can create new revisions, compare revisions, name and describe revisions, or perform actions on the quote.

Figure E -Revisions

Each quote revision is stacked on top of the previous. The currently active revision is highlighted in blue. All other versions will be in grey.
To add a name or description to a quote or revision, user can type it in the fields provided and then click Save Revision Name/Description. Adding a name or description can help to keep additional information about the quote. The actions column contains are the actions available for the current quote. In addition to the actions listed in the drop down box on the load quote page, actions specific to revisions also can be found. This includes actions such as New Revision and Set Active.
To create a new revision, user can choose the New Revision action from the drop down box in the Actions column. The new revision is grey showing that it is not the currently active revision. To make it the active revision, Set Active has to be chosen from the drop down box in the Actions column. This highlights the revision blue. In addition, this revision’s information will be displayed on the load quote page along with its revision number in the Rev. column.

Comparing Revisions

When there are multiple revisions for a quote, it is often hard to determine what information is different among them. An easy way to determine the differences in the revisions is through the compare operation. Comparing revisions is done by checking revisions in the Compare column and clicking the Compare button.
The compare operation displays cart information for each revision selected on the Revisions screen. This includes the customer information, anything entered for the quote information such as custom fields, and any key attribute values that administrator sets up. Viewing this information side-by-side, it can be determined what has changed among the revisions.

Figure F - Revision Comparison

Encrypted and Unencrypted OwnerId and CartId

Both encrypted and unencrypted OwnerId and CartId are supported when opening a quote in view mode.
By default, when clicking View Quote from the existing quotes page, a URL containing encrypted OwnerId and CartId opens.
In this case, you can open a quote in view mode if you have the permission to execute the View Quote action, as defined in Workflow.

When unencrypted, only the quote owner can open a quote in view mode. If any user other than the quote owner tries to open the quote in view mode, an error message displays. The same applies to users who have the permission to execute the View Quote action, as defined in Workflow.

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