Core Workflow

Prepare a quote

Turn reviewed estimates into quote output.

The quote area brings reviewed Asset estimates together into customer-facing quote output.

Before preparing a quote

Check that:

  • the RFQ details are correct
  • included Assets have reviewed estimates
  • business profile details are current
  • customer or requester details are correct
  • exclusions and assumptions are clear

Prepare the quote

  1. Open the RFQ quote area.
  2. Choose which Asset estimates to include.
  3. Review quote options and totals.
  4. Add or update notes, terms, assumptions, and exclusions.
  5. Save a quote revision when you need a record of the output at that point in time.
  6. Export or share the quote when ready.

Expected result

You have quote output based on the estimates you chose to include.

Next: Companies if you need to improve reusable setup data.