You can create a sales quote in the following ways:
From the Sales work center using the Sales Quote view
Once a sales quote is accepted, it can be converted to a sales order. Any details, products, or pricing you have in the quote will be replicated to the order in SAP S/4HANA. But since SAP S/4HANA is the order fulfillment system, if you add attachments or major changes to the order in SAP S/4HANA, they will not flow back and update the quote in SAP Sales Cloud.
You can use scoping questions to add product images to sales quote form templates and activate versioning. Once versioning is active, you can search quotes by versions or based on a group ID. The group ID links the same sales quotes with different versions together for easy access for reporting purposes. You could also send sales quotes with the same sales quote ID plus a version number to the customer, when updates have been made from a previously rejected or reworked quote.
Leave a Reply