Tailored Offering Guide
Overview
This document is meant to guide users in the various actions that they need to take to create and...
How to create a product available for Quoting
A quotable product offering is different in one aspect of its creation from other products. The ...
How to create a Quote
To create, request a Quote, the process is the following First, look for the product of you...
Accessing the Quote Dashboard
The Quote dashboard is easily accessible at any moment by clicking your profile icon on the top r...
Interacting with a Quote ( as a Customer )
This is a view of the dashboard as a customer The "Details" button will let you see what you h...
Interacting with a Quote ( as a Provider )
This is a view of the Quote Dashboard as a Provider The "Details" button will let you see what...
Last step
If an agreement is reached, and the customer accept the proposal of the Provider, the scope of th...