Service quotes

Overview

§GDPR Along with a service quote, you may capture new contacts. When doing this, you must observe the GDPR and data protection! See GDPR-compliant registration of persons.

A service quote includes various attributes that are used in sales contexts. This includes revenue planning and time scheduling, terms of delivery and payment, scope of delivery, calculation mechanisms, commercial quotation, etc.

Service quote

Cases at the customer

Like a sales quote, a service quote can be found in the service relation at the customer. Here you can differentiate directly between notification, process, contract, service objects, and escalation.

Service relation at the customer