Quotes and Pricing Admin Console Configurations

Help your field reps quickly find recommended products when creating quoted orders, and make sure that the appropriate pricing logic gets applied when field reps create quoted orders.

• Configure Product Views
  Help field reps select products from product catalogs. This option is available only on iPad.
• Configure Default Pricing Procedure
  Set the default pricing procedure that determines how products are priced when your field reps build a quote, either org-wide or for a specific profile.
• Configure Priority Product Tab
  When field reps add products to a quote, they see a Priority Products tab alongside the standard product search. This tab shows products filtered by the rep's territory, the account's classification, or other criteria you've configured.
• Configure Disclaimer Filters
  Make sure that field reps see the applicable disclaimer based on their account and territory when they create quotes.
• Configure Price Waterfall Settings
  For field reps to see the price waterfall for a quote, the quote must match the configured statuses. Configure the quote statuses in the Admin Console, and control which quotes are retained in waterfall data on a field rep's mobile device and for how long.
• Define Default Quote Document
  Set the default document template that generates when your field reps create a PDF for a quote. Configure this template one time in the Admin Console, and it applies across your org's quotes. This keeps every generated quote document consistent without reps needing to select a template each time.
• Configure Quote Fields and Mobile Layout
  Give field reps access to only the fields they require, including the fields that appear as the quote header and line items on iPads.