Sales Quote Wizard

Creating and maintaining Sales Quotes requires a lot of back and forth negotiation with customers, often involving a large number of spreadsheets. Using this wizard you can create, update and copy Sales Quotes and Blanket Sales agreements directly from Excel to Oracle EBS in a quick and accurate manner.

Supported features include:
  • Create and Update Sales Quotes & Blanket Sales Agreements
  • Downloads existing quote information which can then be used to update quotes or create new quotes
  • Generating Price book reports utilizing discounts/ promotions set up for a future date
  • Customize templates, including making fields mandatory