Contract quotations

You can use the menu group to create and configure service-contract quotations.

You can use the Call Management module to register a request for a service-contract quotation, or a service contract.

You can use the type of terms and their specification to change the conditions of the service-contract quotation in a flexible manner. As an example, the cost amounts and the sales amounts are varied and the calculated result appears to the user.

You can manually create a service-contract quotation, or copy one or more service-contract templates into the service-contract quotation.

After you create a service-contract quotation, you can simulate the prices. For example, you can vary the pricing methods to calculate and display various final totals. You can select the best pricing method within the required gross margin, or search permission to quote outside of this range.

After the details of a service contract quotation are finalized, you can print the service-contract quotation documents and send the documents to the business partner. The details are fixed and you cannot make any further changes to the service-contract quotation terms

The business partner reviews the service-contract quotation, and decides whether to accept, cancel, or modify the service-contract quotation.

You can make the modifications as required by the business partner.

You can process the accepted service-contract quotation to activate the service contract.

You can post the processed and cancelled service-contract quotations to history and then delete the quotations.

You must specify an installment template for a service-contract quotation.