Quote snapshot

You can view information about the selected quote value in the Quote Snapshot in the top section of the Quote detail view. You can modify the information.

You can use the Copy to Email hyperlink to send an email with the quote information already entered into the email body. The information copied into the email 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 displays in the Snapshot is based on the status of the quote.

Quote Snapshot

Note: If Multi-Currency is configured the snapshot displays information for the base currency, quote currency, exchange rate and the exchange rate date. Price information reflects the most recent currency code and exchange rate.
Item Description Can User Edit?
Sub Tota The total cost of all of the products associated with the quote, minus any discounts. No
Discount Discount to be applied on the sales order. Click Discount to modify. Yes
Note: This value is displayed only if:
  • The Local CRM Pricing Quote option is set to True, on the Options tab, in the Back Office Extension detail view.
  • The Back Office extension is disabled.
Shipping The cost of shipping the order to the customer. Click Shipping to edit. Yes
Note: This value is displayed only if:
  • The Local CRM Pricing Quote option is set to True, on the Options tab, in the Back Office Extension detail view.
  • The Back Office extension is disabled.
Tax The tax rate applied to the sales order. Click Tax to edit. Yes
Note: This value is displayed only if:
  • The Local CRM Pricing Quote option is set to True, on the Options tab, in the Back Office Extension detail view.
  • The Back Office extension is disabled.
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 is available if the implementation includes a Back Office Extension. See Back Office.

Based on the implementation you are required to promote changes to the back office application. If required to promote quote changes, you can view one of the following messages:
Message Action to be performed
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. See Promoting to back office
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.