Once configured in the zipCPQ Configurator and added to the Request for Quote, selected configurations are loaded into the Quote Management module.
The Quote is shown as an HTML document/template where the Sales Person can add/change the discounts and automatically create the Quote ready to be sent to the customer. In the Quote Management module, the Sales team can see the quotes generated through the configurator and track their status. Discounting rules can be applied to different customer types, such as distributors, OEM customers, one-time customers, etc.
The discount rules form enables the Sales team to make different rules for each use, product family, or part number.