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Communications Cloud

Assign Products to Subscribers in a Quote or Order

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Assign Products to Subscribers in a Quote or Order

After adding subscribers to a quote or order, browse catalogs and add products. Based on the subscribers’ selection, browse and assign the products available to all the selected subscribers at once, rather than individually. This streamlines the process when multiple subscribers require the same offer, improving quote line item and order line item scalability and performance.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced

User Permissions Needed
To browse catalogs and assign products:	Manage Product Catalog

Note After quote line items and order line items are created, you can't edit the subscribers.

Open the quote or order record.
On the Subscribers tab, select the subscribers and click Browse Catalogs.
If you haven’t selected the price book before, select your price book and click Save.
Select the required catalog from the catalogs list, and click Next.
In the browse products list, enter the required quantity for the product, and then click Add next to the product. You can add more than one product.
Save your changes.