Quotes and Orders in the Agentforce Revenue Management

Quotes serve as preliminary offers to propose products, services, and their pricing to customers. Sales representatives and partners create and revise multiple quotes before finalizing an order. Orders establish a formal agreement between the business and the customer by detailing the specific products, services, and pricing.

Agentforce Revenue Management provides tools for sales representatives, partners, and customers to manage these transactions efficiently. Both quotes and orders use shared functionalities, such as transaction management components and advanced pricing features.

• Foundational Setup for Quotes and Orders
  Execute these configuration procedures to optimize quote and order performance within Salesforce Agentforce Revenue Management. Prioritize the setup of the Transaction Line Editor, refine all pricing logic, and stabilize API invocation protocols to ensure seamless system integration.
• Manage Orders in Agentforce Revenue Management
  Orders signify a formal agreement between your business and the customer, detailing the products, services, and pricing. Learn how to create and manage orders effectively.
• View and Edit Quotes in Agentforce Revenue Management
  Use the Transaction Line Editor or Sales Transaction Line Editor to add, configure, and price quotes in Agentforce Revenue Management. These editors provide a centralized workspace to manage product selections, apply discounts, and verify pricing details before final submission.
• View and Edit Orders in Agentforce Revenue Management
  The order page lists product and pricing details. Use this workspace to add, remove, and manage products within your transactions.
• Negotiate Price Uplifts for Subscription Renewals
  Apply renewal price uplifts to subscriptions, including adjustments based on the Consumer Price Index (CPI). Sales reps negotiate renewal price uplifts during the initial sale and modify uplift percentages on assets and line items during renewals to ensure accurate pricing and maintain data integrity.