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How to build a new business quote under a framework ?

Like any quote that needs to be built, you will need a new opportunity as well. Click “Save” once you have filled the box in.

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How to build a new business quote under a framework ?

A new object will appear where you will be able to choose the right pricebook. Choose “via a framework” as shown below and click “Next”.

How to build a new business quote under a framework ?

Now that you have selected the framework option, you will be able to choose the pricebook needed and if the customer will be direct or supported by a third party. You will get this information either from your customer or from a Sales Representative.

How to build a new business quote under a framework ?

Because we are using the HFL framework for that quote, Salesforce will ask who will be receiving the invoice. For this particular case, HFL will be paying so choose “Partner” and click “Next”.

Tip : you will most likely have to choose the “Partner” option when working with framework quotes.

How to build a new business quote under a framework ?

Depending on the framework, you will now need to choose the relevant support provider. For HFL, choose Herts for Learning.

How to build a new business quote under a framework ?

Your opportunity is now built and you can see a few fields have been automatically completed for you because of your choices beforehand.

Tip : make sure the primary box is ticked in the Partners object.

How to build a new business quote under a framework ?

If you scroll down a little bit, you will find the pricebook field. This is a good way to check if the pricebook you have chosen is correct. If it is not correct, please follow this guide.
You can now build your quote (slide 10).

Stages of a quote ?

Draft : you can edit the quote as many times as you need.
Approved : both parties have approved your quote. If you need to edit the quote again, it will need to be submitted for approval again.
Accepted : your quote has been approved by both parties (Sales Admin and Finance) and has created an order. You can not edit the quote anymore through the “Edit lines” button. You will need an amendment.
Rejected : your quote has been rejected because something is missing or needs editing again. You will receive an email confirming this with a rejection reason so you can edit the quote accordingly.
You are not able to edit the quote again unless it is in draft status.

How to build a new business quote under a framework ?

Once you have finished building your quote, you will need to upload the signed paperwork to your quote in order to justify what is on your quote.
The quote needs to match exactly what shows on the paperwork. If it doesn’t match, the quote will be rejected.
In order to avoid any rejection for quotes under a framework, please follow this document and this guidance that goes in more details.