This topic describes how to view all sales quotes in your account, as well as details about a specific sales quote.
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.
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.
Use the tabs on the sales quote details page to access different types of information:
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.
The Sales Quotes module provides you with real-time visibility, streamlined approval workflows, and integration with our backend financial systems.
Each sales quote includes important details, including status and expiration date, to help you make informed decisions about your purchase.
The Sales quotes reporting page is your centralized hub for monitoring all pending, accepted, and historical quotes.
To open the page, choose Procurement > Sales quotes reporting from the main menu.
On the sales quotes reporting page, you can view various details for each sales quote, including the quote ID, creation and expiration dates, estimated sales price, and more. You can also view the real-time status for each quote. When a quote is marked as Accepted, the platform works asynchronously in the background to generate the corresponding sales order.
If you are familiar with our legacy systems, you can conveniently switch to classic view to see the details using our legacy interface.
You can also select a quote to view detailed information. The information available includes:
Financial and itemized details of the offer.
Corporate entities and addresses linked to the quote.
Details about the software publisher.
A brief description and reference links for the specific items in the quote.
An Attachments tab for the official sales quote PDF.
The Details tab, which shows backend system information and synchronization status.
You can download a PDF version of your sales quote from the quote details page in the SoftwareOne Marketplace.
To download a sales quote as a PDF:
Go to Procurement > Sales quotes reporting.
(Optional) Use filters to find the desired quote.
Select the quote ID. The details page of the sales quote opens.
Select the Attachments tab.
Complete one of the following steps to download the PDF:
Select the PDF link in the Reference column.
Under Actions, select the more icon (•••), then choose Download.
