Select a Quote Creator and a Customer for the quote you’re building. (‘Quote Creator’ could easily be defaulted to User(), I left it selectable to allow demo of multiple approved discounts)
Under Product Line Item, you can select a product, volume, and price, and then push “Add to Quote” to add the line item to the quote draft below. Try this for a few products!
Under Quote Draft, the line items are added with their total cost, discounts, and the approval required for the Sales discount, where necessary. There’s also the total cost of the quote with the total discount and the Highest Approver Required, ie the most senior approval needed to ship the quote.
Once you’re finished, make sure you’ve added a Quote Name and then hit ‘Submit Quote for Approval’ to add it to the approval queue
Hit “Clear All” to clear out all the input values and delete the current quote line items