Quoted Order Sharing by Territory

Configure territory-based quote sharing for field reps to automatically gain visibility into all previous quoted orders for accounts in their territory.

The Manage Quote Sharing batch job runs on a set schedule, evaluating territory assignments and sharing quoted orders and their related records with the correct users. Field reps can use this quote history to prepare for negotiations, compare historical pricing, and build new quoted orders faster.

Because quote records in Salesforce have no relationship to territory, Salesforce derives the territory connection through the account. An account's territory assignment is the basis for determining which users receive access to an account's quotes. Users assigned to an account's territory receive visibility into that account's quotes and related records.

When a quoted order is shared based on territory, these records are shared with the territory-assigned field rep.

• Quotes: Primary shared record linked to an account via territory assignment. Drives sharing of all child records.
• Quote Line Items: Line-level detail from a shared quoted order. Helps field reps to see line-level detail from previous quoted orders.
• Quote Line Price Adjustments: Historical pricing discounts applied to a quoted order. Helps field reps compare historical pricing discounts.

Territory-based quoted orders sharing is available on both web and iPads.

• Add Account to Quotes Record Page
  When creating a quoted order, field reps select an account, and can then see quoted orders for other accounts in their territory.