Overview

Thу "Opportunity to quotation" scenario describes processes that logically continue pre-sale activities. As a rule, they start with a sale opportunity, with reference to it, the customer sends a request for a quotation to our organization for a specific amount of product.

This scenario only applies to standard products that have a set price and specification for manufacture.

Quite often, the quotation is issued for a new legal entity of the partner. In this case, the establishment of payment rules and a credit management assessment is required.