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            Set Up Order Creation From Quote in Revenue Cloud for Communications

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            Set Up Order Creation From Quote in Revenue Cloud for Communications

            To seamlessly create multiple orders from a single quote, set up advanced order creation from quote in Revenue Cloud for Communications. Users seamlessly convert quotes into multiple orders based on the selected order creation method, streamlining the sales process and improving efficiency.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced
            User Permissions Needed
            To set up order creation from quote:

            Revenue Cloud for Communications Features

            OR

            CME Sales Features
            1. From Setup, in the Quick Find box, enter Revenue Cloud, and select Revenue Settings.
            2. Turn on Advanced Order Creation From Quote.
            3. Select Communications: Create Orders from Quote for set up flow for creating orders from quotes.
            4. Save your changes.
            5. Select the pricing procedure that you created as the default pricing procedure.
            6. Save your changes.
             
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