Customer Quotations

ERP Cloud

A customer quotation is the basis for a service contract or a sales order. A customer quotation enables you to calculate the price to quote a customer for products or services you propose to supply to them. If Advanced Quoting is installed on your Salesforce org, you can create a customer quotation from a Salesforce opportunity that has not yet been set to the stage Closed Lost or Closed Won.

In a service contract customer quotation you can quote recurring and non recurring fees for tangible and intangible items. You can create these types of customer quotations for a service contract:

Quotation Type Description
Service ContractClosed A service contract where the contract line items have the same billing interval and start and end date.
Flexible Term Service ContractClosed A service contract where you can create contract line items with different billing intervals and start and end dates.
Change Request Closed A quotation resulting from a change to a service contract. Start and end dates for each contract line are the same.
Change Request Flex Term A quotation where the term type and number of terms is specified at line level and overrides the header values.
Tip:

Select Change Request Flex Term if you want to input different service terms for each line of the contract.

You can create these types of customer quotation for a sales order:

Field Description
Drop ShipClosed

A quotation for items to be drop shipped.

Inventory Closed A quotation for items sold from inventory.