0
1.0.0
Zurich
Empower your channel partners with seamless quote management capabilities. This app enables resellers and distributors to efficiently track and manage quotes through a partner portal, while enterprises maintain full visibility and control over the partner sales process.
- Enterprise Quote Creation: Internal teams can create and manage quote on behalf of channel partners.
- Comprehensive Quote Tracking: Partners can view quote summaries, detailed quote lists, and track quote records in real-time.
- Multi-Partner Support: Manage multiple channel partners as resellers for a single customer with full relationship tracking.
- Integrated Workspace: Streamlined quote management experience for Enterprise Partner Relationship Managers.
- Role-Based Access: Leverage robust permissions for Partner Managers, Admins, and Agents.
- Complete Quote Visibility: Track quote throughout the entire lifecycle with detailed views and history.
- Secure Data Access: Channel partners and Partner Relationship Managers can only view quotes related to their specific partnerships, ensuring data privacy and compliance.
- New
Introduced a new role - Order partner UI
Channel partners can view quote summaries , quote lists , track quotes etc.
- Changed
None
- Fixed
None
- Removed
None
Requires ServiceNow Zurich or a later family release.