Published at: 2026-09-17
Quotes and discount requests
Partners can create quotes from applicable price books, request discounts, and use CPQ capabilities when available.
Before you start
[!IMPORTANT] - Confirm that your account can create quotes and submit discount requests. - Confirm that the upstream enterprise has configured the available products, price books, and approval rules.
Create a quote
- Open Quotes from the Partner Connect home page.
- Select New Quote.
- Select an available product and a price book applicable to your partner.
- Enter the quantity and other required information.
- Save the quote.
The upstream enterprise determines which products and price ranges are available to each partner. Manufacturing scenarios may support complex product configuration and CPQ.
Request a discount
- Open the quote.
- Enter the discount request information.
- Submit the request.
- Review the upstream approval result in Tasks or on the quote.
After approval by the upstream channel owner, you can use the quote to submit an order quickly. If the request is rejected, revise the quote based on the upstream feedback.
Expected result
The quote uses the applicable price book. After discount approval, the partner can proceed to an order.