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Add Assets to a Quote in Enterprise Sales Management (Managed Package)
Select assets in the asset viewer and add them to new or existing quotes of the business account. Edit, delete, or remove assets as needed.
Required Editions
This feature is part of the Communications Cloud managed package.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Standard user permissions that grant the ability to access the Enterprise Sales App and manage quotes are required.
- From a business account, click the Asset subtab.
- In the asset viewer, make your selections.
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From
, select Add Assets to Quote.
- To create a quote, select New Quote, and then enter the quote details. To use an existing quote, select Existing Quote, and start typing its name. Select the quote from the suggestions that appear.
- Click Save & Continue.
Quote members are associated with their respective quote line items that are created from assets and are read-only. Duplicate quote members aren't created if multiple assets belong to the same account. If an asset added to the quote has linear relationships, then Quote Product Relationship records are created and the status of these records appears as Existing.
- Add Assets with Linear Relationships to Quote
Select a target asset and its linked assets for Move, Add, Change, and Delete (MACD) operations. - Add Products with Linear Relationships to Quote from the Summary Tab
If you omitted to add certain related products to a quote when you added assets from the asset viewer to the quote, then you can add these related products to the quote from the Summary tab later. - Add Assets from Enterprise Quote Interface
Add assets directly to Enterprise quotes from the quote interface. This method provides a streamlined workflow and prevents the addition of duplicate assets. - MACD Workflow Optimization
Prevent unnecessary status changes on asset line items during Move, Add, Change, Delete (MACD) processes in Enterprise Sales Management. - Asset to Quote Optimization for Large Datasets
Improve performance for Asset to Quote operations that involve complex product structures or large datasets in Enterprise Sales Management (ESM). This performance setting applies to both Industries CPQ and ESM.
Add Assets with Linear Relationships to Quote
Select a target asset and its linked assets for Move, Add, Change, and Delete (MACD) operations.
For example, you may want to add related (linked) assets to the quote and optionally perform MACD operations on them. Additionally, you sometimes want to add the assets that the current asset is considered as a related (linked) asset for and optionally perform MACD operations on them.
For a review of MACD operations, see Asset-Based Ordering.
- From an account, click the Asset subtab to access the asset viewer.
- From the Displaying menu, select Product Relationship.
- Select the assets that you want to add to the quote.
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To select related (linked) assets also, in the Related Asset column for an asset, click the preview icon
.
The Select Linked Assets for MACD window shows all linear relationships that involve the current asset and other assets. -
Select one of these options under Relationship Category to view the assets that you can add to the quote:
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All Relationships
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Target Asset Relies on Asset
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Asset Relies on Target Asset
You can also search for related assets. -
- In the Add for MACD column, turn on Add for MACD.
- Save your changes.
- After you make your selections, add the assets to the quote.
Add Products with Linear Relationships to Quote from the Summary Tab
If you omitted to add certain related products to a quote when you added assets from the asset viewer to the quote, then you can add these related products to the quote from the Summary tab later.
- From the Displaying menu, select Product Relationship.
-
Click the edit icon
for an asset.
The Edit Product Relationships window shows all linear relationships that involve the current asset and other products. -
Select the product that you want to add to the quote.
This action links the product to the current asset.
- In the Add for MACD column for this product, turn on Add for MACD to add this product to the quote.
- Save your changes.
Add Assets from Enterprise Quote Interface
Add assets directly to Enterprise quotes from the quote interface. This method provides a streamlined workflow and prevents the addition of duplicate assets.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Standard user permissions that grant the ability to access the Enterprise Sales App and manage quotes are required.
- Go to the quote page.
- Click Configure Enterprise Quote.
- In the toolbar, click Add Assets.
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Add assets to the quote.
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To locate specific assets quickly, in Search assets, enter a part of the asset name, and press Enter.
The list shows assets with matching names.
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To avoid adding duplicate assets, control the visibility of the assets already added to the quote. Turn on the toggle near the search field to show the assets already added alongside the assets that aren't yet added. Turn the toggle off to show only the assets that aren't yet added.
Note This toggle is unavailable if Assets Added to Quote or Assets Not Added to Quote is selected in the View By picklist.
- To group the assets, select the View By option.
- To further filter the assets based on criteria such as product relationships, select the Displaying option.
- Select the assets that you want to add to the quote.
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Click Add.
The system begins adding the selected assets to the quote.
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To locate specific assets quickly, in Search assets, enter a part of the asset name, and press Enter.
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Monitor the addition process.
- If you added a small number of assets (below the limit set by your administrator), they're added to the quote immediately (synchronous processing).
- If you added a large number of assets (at or above the limit set by your administrator), they are processed in the background (asynchronous processing). You receive a notification when the process is complete.
The Summary tab on the Enterprise quote shows the new assets.
MACD Workflow Optimization
Prevent unnecessary status changes on asset line items during Move, Add, Change, Delete (MACD) processes in Enterprise Sales Management.
You can configure the MACDLineItemActionStatus flag in Industries CPQ to preserve the Existing status when MACD rules update attribute properties without altering the actual values.
When MACD rules update attribute properties, such as read-only flags, the system distinguishes between data and metadata updates. Value modifications trigger a Change status, while property updates retain the Existing status. This distinction results in cleaner quotes, reduces processing overhead for enterprise orders, and helps downstream systems focus on impactful data adjustments.
Asset to Quote Optimization for Large Datasets
Improve performance for Asset to Quote operations that involve complex product structures or large datasets in Enterprise Sales Management (ESM). This performance setting applies to both Industries CPQ and ESM.
You can configure the IsAssetToQuoteForLargeDataSetSupported flag in Industries CPQ to enable optimized processing when converting assets to quotes at scale.
When this flag is set to True, the system applies an optimized processing path designed to handle high-volume asset structures efficiently. This approach reduces processing overhead, prevents timeouts during complex conversions, and ensures accurate quote generation even when large or deeply nested product configurations are involved.
