Below are the

Step 1: Create a Blueprint Account

Quotes from any account can technically be used as Quote Blueprints.

However, we strongly recommend that the tenant admin creates a dedicated account specifically for managing Quote Blueprints. This keeps tracking, reporting, and governance simple.

We also recommend enabling the Test Account setting for this account to clearly distinguish blueprint activity from live customer quoting.

Step 2: Build the Quote

The admin creates a quote on the template account and configures it fully. This typically includes:

1. Contract length
2. Renewal behavior
3. Price uplift during contract
4. One of more Offerings
5. Discounts and units for products
6. Any pricing considerations like ramps, price increase during contract or upon renewal
7. Any MSA, DPA documents
8. eSign configuration (e.g., one‑sided eSign)

Step 3: Name the Quote

Admin assigns a clear, reusable name to the quote.

Example: Mid‑Market – 2 Year Deal