EQM mashup

Using different panels and tabs in the EQM mashup, you can manage the quotation process from creation to release, including post-release follow-up inquiries. This table shows the panels and tabs displayed in the EQM mashup:

Panel Tabs
My Quotations

Dashboard

Search

Related

Grouped

Reservation

Approval

Fulfillment

Deal Review

All Quotations

Search

Related

Grouped

Fulfillment

Deal Review

Customer Customer
Equipment

Search and connect

Select and configure

Reservation

In the EQM mashup, you can select a quotation and display the quotation details in the Equipment Quotation Detail window. This table shows the panels and tabs displayed in this window:

Panel Tabs
Quotation

Product

Trade-in

Item

Service

Maintenance agreement

Warranty

All

Summary
Equipment
Fulfillment
Deal review
Related
Grouped