Creating a New Quote

Creating a new quote in CPQ is quite simple. Once you have found a product through the quick search or navigating the categories (explained below), click the the Customize button to bring up the configuration screen. The configuration process is described in the Configuring a Product section. Not all product’s are configurable, though. Product’s may appear on the screen with a price and a checkbox. To immediately add these to a quote, click the check box then click Add to Quote on the right side of the screen. The quote page will be displayed where you can do more quote related tasks.


Figure A - Adding Simple Products to a Quote

If a configurable product default/preselected configuration is complete, and the application parameter Catalog Loading Configurable Products is set to any value other then FAST a product price and “Add to quote” checkbox will be shown in the catalogue. This way it is possible to add several configurable products at once in the quote.


Figure B - Adding Several Configurable Products

See Also

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