Quote Snapshot
You can view information about the selected quote's value in the Quote Snapshot in the top section of the Quote Detail view. You can edit the information as needed.
You can use the Copy to E-mail hyperlink to send an e-mail with the quote information already entered into the e-mail body. The information copied into the e-mail includes the Account, Opportunity, date created, quote ID, type, status, and comments. Additionally, it includes Product and Billing and Shipping information, as well as value information from the Quote Snapshot.
The information that appears in the Snapshot depends on the status of the quote.
To copy quote information into an e-mail
- In the Quote Snapshot box, click Copy to E-mail.
An e-mail opens with the quote's information in the body of the e-mail, the billing and shipping contacts in the To: field and the contact who requested the quote in the Cc: field. The Subject field contains the quote ID and the shipping account.
Quote Snapshot
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If Multi-Currency is configured, then the snapshot will display information for the base currency, quote currency, exchange rate and the exchange rate date. Price information will reflect the most recent currency code and exchange rate. |
| Item | Description | Can User Edit? | |
|---|---|---|---|
| Sub Total | The total cost of all of the products associated with the quote, minus any discounts. | No | |
| Grand Total | The total amount of the quote including discounts, shipping cost and tax. | No | |
|
Currency (Multi-Currency only) |
Displays the currency type if the quote was created using a different currency type. To edit, click the currency type and find the new currency. | Yes | |
|
Exchange Rate (Multi-Currency only) |
Displays the exchange rate if the quote was created using a different currency type. | No | |
|
Exchange Rate Date (Multi-Currency only) |
Displays the date that the currency was set. | No |
Additional information may be available if your implementation includes a Back Office Extension.
Depending upon your implementation you may be required to promote your changes to the back office application. If you are required to promote quote changes, you will see one of the following messages:
- There are pending changes since the last promotion on <date and time of the last promotion>, pricing information may be incorrect. Please submit changes using the Promote link in the Task Pane.
- In the Task Pane, click Promote to promote your changes to the back office application.
- There are no pending changes since the last promotion on <date and time of the last promotion>.
- No action is required.
- An error occurred during the last sync cycle.
- Please refer to the Sync History tab for more information.
