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Quote and pricing procedures

Prepare the catalog, create an offer and finalize it for the correct account.

Choose a task

Guide / Accounts

Create a commerce account from a lead

Create and link the billing entity needed for quotes, payments and customer subscriptions.

5 steps · Standard admin
Guide / Catalog

Create a product and complete its workspace

Set identity, type and primary price; then maintain categories, media and recurring billing configuration.

8 steps · Standard admin
Guide / Catalog

Organize categories and maintain product prices

Create catalog categories, attach products and distinguish primary prices, additional price types and negotiated quote prices.

7 steps · Standard admin
Guide / Pricing

Create a discount and attach a promotional code

Configure one of five benefit types, its eligibility and schedule, then link and verify a promo code.

8 steps · Standard admin
Guide / Orders

Create a quote, edit its lines and convert it to an order

Select an account, add products and negotiated prices, save notes, review totals and finalize the same basket for checkout.

10 steps · Standard admin

Shared instructions identify installation-specific integration boundaries; customer-only details are not in the public build.