Summary:
This article explains how to revise activated quotes in CRM, which updates can be made without requiring reapproval, and what additional information is needed for Auto Quotes to successfully flow into Deal Analyzer. It also outlines when a revised quote must be resubmitted for approval and how quote revisions impact Deal Analyzer records.
Question: How Can I Revise an Activated Quote?
Answer: To revise an activated quote in CRM, click the Revise button and make necessary edits. Once the quote is reactivated there will be an updated Deal Analyzer ID# and a different URL to connect to Xvantage. All versions of the deal will be linked in Deal Analyzer.
Note: If a quote is revised, it will remain in Approved status if only the following fields are updated:
Comments
Customer Need
Opportunity Creation/Link
Contract Start Date
Expiration Date (revision of an Ingram quote within 90 days of initial approval)
Effective To Date
End User #/Name
Reseller Billing Address
Reseller Ship-To Address
Quote Date
Vendor Quote #
Vendor Quote Expiration Date
Customer 1st Billing Month
Vendor 1st Billing Month
Quote Name
Any changes beyond the fields listed above will require the quote to be resubmitted for approval.
Important: When Auto Quotes are activated, they will not flow into Deal Analyzer until the quote is revised with the necessary details. These include the same information required for a newly created quote, including:
Contract Start Date
Contract End Date
Billing Frequency Option
Non-Cancellable Selection
Contract Term
Contract Term Option