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Master Quotes RRS feed

  • Question

  • We have complicated quotes that do not change much as a base quote or standard quote.   I'd like to find a way to create Master read-only quotes that would be quote records under our company account.   The purpose would be for our sales guys to select our company, then quotes and copy a standard quote and apply it to the customer.   The problem I have is that salespeople keep messing with the standard quotes or assigning them to another customer all together because they are not read only.   Any ideas? 

    Thanks
    • Changed type Shoe47 Friday, February 19, 2010 5:14 PM wrong type
    Friday, February 19, 2010 5:13 PM

Answers

  • Just an idea on how you would do it, for a quote you can go to the menu and 'Get Products' from an existing Opportunity. Therefore you could set up master opportunities and clone the products from them.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, March 1, 2010 12:05 AM
    • Marked as answer by Jim Glass Jr Tuesday, April 6, 2010 2:47 PM
    Monday, March 1, 2010 12:05 AM

All replies

  • I would suggest to use CRM security role to control who has the privileges to update master quote.
    • If master quote is a different entity from standard quote, it would be easy, you can create one role for sales people which only has read privilege against master quote. Another role which has full privileges to the master quote. 
    • If they are the same entity, you will still create two roles, but they belong to two different business units. And setup the sales people role has organization level read privilege to the quote entity, but only business unit level of update privilege. For the people who manage the master quote, you can give them full privilege depending on your business requirement.
    Regarding the role who manages the master quote, you might just use System Administrator role if you don't like to create an extra role in CRM.

    Hope this helps.
    Daniel Cai | http://danielcai.blogspot.com
    Friday, February 19, 2010 11:31 PM
  • Just an idea on how you would do it, for a quote you can go to the menu and 'Get Products' from an existing Opportunity. Therefore you could set up master opportunities and clone the products from them.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, March 1, 2010 12:05 AM
    • Marked as answer by Jim Glass Jr Tuesday, April 6, 2010 2:47 PM
    Monday, March 1, 2010 12:05 AM
  • I have similar situation, and was looking for something on the Opportunity (such as add products from price list?, based on Price List and Product associations). 

    Using this approach, we can instruct our sales reps (we are getting ready to transition them to CRM 4 from Goldmine) to create the opportunity, selecting the desired Price List, but not add any products.. and then create a quote, and then use 'Get Products'.  They can then add (or remove) existing products, write-in products, add a discount amount/percentage, finalize the quote and then send it on it's way.

    The only concern I have is whether using 'Get Products' will cycle-back through the 'Price List' selected for the Quote or from the 'Master' Quote selected when you choose 'Get Products'.  This could simply be a training issue though, but I am going to search it out.

    Also, using this 'Master Quote' philosophy, we don't necessarily need to build in a lot of Price Lists to Products organization, and rely on the 'Master Quotes' to be the guide. We would just need to take care in setting owner to the Master Quotes, and assuring the sales reps have enough permissions to find/select the Master Quote and not write to it.  My personal impression though (on this approach) is that it is a workaround for something that should be tied to Price List and Price LIst/Product associations in the product catalog.

    Todd

    Monday, April 5, 2010 9:43 PM