EQM - Equipment Quotation Management

EQM - Equipment Quotation Management is an M3 Experience Designer application, which serves as the primary working space for sales executives. You can use this application to manage the equipment quotation process from creation to release, including post-release, follow-up inquiries.

When you create a quotation using the EQM application, the quotation category is set to 'Equipment quotation' (0). The EQM application only shows quotations with this category.

This application provides these benefits:

Provides a centralized application tailored to sales executives managing equipment quotations
Enables management of the quotation process from creation through release and post-release inquiries
Supports a structured and manageable workflow for organizing quotation-related tasks

You can use this application as delivered. However, we recommend that you copy and adjust this application to match your business processes. Because updates are regularly applied to standard applications, this approach helps maintain stability. If a custom list is used in the application, copy and adjust the list to support your requirements.