Dashboard
The dashboard presents the Sales Engineer with a prioritized work list, an overview of quotes by status, and team members. Clicking the "add" icon will create a new quote.
Customer Information
The first step when creating a quote for a new customer is to collect their basic information.
Product Selection
Browse or search the Product Catalog to find the right products for the customer. If more guidance is needed, start a Pega Picks to help match customer needs with the best products.
Pega Picks
Pega Picks is a questionnaire that will collect customer interest, requirements, and constraints. Based on the responses, Pega's AI capabilities will suggest a list of recommended products..
Configuration & Review
Some products have additional configurations and add-ons that can be customized. This screen now updates instantly to show how the selections reflect in the quote total. The last step is to review the quote before submitting it for approval.
