This topic describes how to view all sales quotes in your account, as well as details about a specific sales quote.
Viewing sales quotes
To view your sales quotes:
Go to Procurement > Sales quotes reporting.
View the list of sales quotes displayed on the page.
Review properties, such as the quote ID, quote creation date, quote expiry date, estimated sales price, and more.
The Sales Quotes page showing a list of your quotes and their details.
Viewing sales quote details
On the quote details page, you can view detailed information for a sales quote. The information is categorized logically across several tabs, so you have immediate access to the data you need.
To view details for a sales quote:
Go to Procurement > Sales quotes reporting.
(Optional) Use filters to find the desired sales quote.
Select the quote ID. The details page of the sales quote opens.
The details page of a sales quote.
Use the tabs on the sales quote details page to access different types of information:
Tab
Description
Overview
Displays the core financial and itemized details of the offer. You can also view the buyer and seller relationships, total costs, and the specific line items being proposed.
Entities
Provides a clear breakdown of where the software or services will be billed, shipped, and licensed.
Vendors
Displays the company information and website links for the software publisher.
Products
Display a brief description and reference links for the specific items ordered.
Attachments
Allows you to easily access and download the official PDF version of your sales quote for your internal records.
Details
Provides visibility into payment terms, external reference numbers, and system synchronization events.
Audit trail
Displays all events for the sales quote. For more information, see Audit Trail.
