Steps in the screenshots correspond to the numbers in the headings.
Before moving on to this document, you must have completed the 5 previous documents in this series: Getting Started, Searching, Quotes, Discounts & Pricing Waterfall, and Key Fields.
1. At this point, you are in the Quote Record screen and ready for approval.
2. Click on ‘Preview Document’. Details you captured when quoting will show up on this document.
3. All Quotes will need to be submitted for approval in order to generate the document and be able to send it to the customer.
3.1. Quotes with under a 15% discount either quote-wide or individual line level will be auto-approved for a quick turnaround.
3.2. Quotes with over 15% discount quote-wide or individual quote line will go to IPS Sales and Support Supervisor for review.
4. On the Quote Record, click ‘Submit for Approval.’
5. If desired, enter any notes for the IPS Sales and Support Supervisor or can just click "Submit".
6. If an approval threshold was exceeded, the IPS Sales and Support Supervisor will get an email with the notes you submitted and applicable quote details, and the quote status will flip to ‘In Review.”
6.1. If no thresholds were exceeded, the quote flips to ‘Approved.’
Sample email
7. Below is a sample email sent to the IPS Sales and Support Supervisor.
8. After the IPS Sales and Support Supervisor reviews the quote, she/he can directly approve or reject via email. Assuming approval, the quote record will flip to‘Approved’ and the ‘Generate Document’ button appears at the top of the screen.
9. Click on the ‘Generate Document’ button and this is how we can either ‘Save’ the document as a PDF or ‘Save & Email’ directly from Salesforce CPQ.
Please move on to Putting it All Together Next.
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