Submitting a New Quote Request (QR)

PSC Quote Requests (QR) serve as the formal container for project estimations. They link an Opportunity to one or more project timelines, allowing sales and delivery teams to track multiple scoping scenarios and synchronize the preferred estimate back to Salesforce.

Create Quote Request (QR)

1. Click on the PSC Quote Requests tab. You can create a new QR, select an existing one from your list, or Import from an external file.
2. If you are creating a new QR, click ‘New’ and fill out the New PSC Quote Request form.
3. Give your QR a name.
4. Search and add an Opportunity.
5. Select a QR Status. Status values represent the overall lifecycle of the presales process in your organization. They are configurable in implementation.
6. Change the currency if applicable.
7. Choose a type from the dropdown menu. These are configurable in implementation. Examples include: Rough Order of Magnitude Quote (ROM), Detailed Level of Effort (LOE), and Proposal.
8. Select your project focus area. Focus areas are defined in the implementation.
9. Indicate the date needed for Quote Support.
10. Indicate the due date for LOE.
11. Add a project description.
12. If you have one person in your organisation that must review the final version of the PSR, enter their name in this field.

The ‘New Quote Request’ screen is organised into 6 sections. The Quotes Summary , ‘Travel and Other Costs', ‘Resource Hours,’ are calculated readonly fields. From the PSC Quote Request tab, select and edit any Quote Requests with new values.

The quote summary fields automatically populate whenever any changes happen in the timeline of the primary quote.

Managing Multiple Timelines

A single Quote Request can house multiple project timelines (e.g., a "10-week" option vs. a "14-week" option).

1. One timeline must be designated as the Primary Quote.
2. The financial data from the Primary Quote is what synchronizes to the Quote Request summary fields.

Financial Summary & Synchronization

The Quote Request features a series of read-only summary fields that provide a high-level financial overview.

1. Automatic Updates: Summary fields (like Total Fees, ASM, and Total Hours) automatically populate whenever changes are made to the timeline of the Primary Quote.
2. Currency Logic: The currency of the Quote Request is driven by the Primary Quote. While you generally should not change the currency manually after creation, the system ensures they stay aligned.
3. Status-Based Sync: Summary fields synchronize based on the QR Status configured in the PSC Setup page. For example, syncing might only occur once the status reaches "Proposal/Price Quote."

Key Metrics Tracked

Next Step: Create Quote and Set Currency