Streamline the management of complex quotes and orders for multiple sites with site bulk upload, multisite quoting, and auto quote capabilities.
Accelerate your quoting process by using site bulk upload to automate the ingestion of high-volume site data through CSV files. Eliminate manual data entry, validate data for accuracy before import, and ensure seamless integration with your quoting flows.
With multisite quoting, organize disparate service points into logical, manageable groups. Manage product configuration, promotions, and discounts at the group level, and apply these settings to all members, ensuring consistent, accurate pricing for multi-location deals. Generate a unified quote and significantly reduce the administrative overhead involved in fulfilling products across numerous addresses.
- Set Up Multisite Features
Enable, configure, and verify all essential features, user permissions, flows, and constraint models to fully implement multisite features for Energy and Utilities Cloud. - Site Bulk Upload
You can bulk upload site data to accelerate the quoting process. Large commercial and industrial customers with many service points can efficiently upload site data by using CSV files. It enables sales support teams and Salesforce admins to import large volumes of service point (site) data directly into an Opportunity or Quote by using standard CSV files. - Multisite Quoting
Multisite Quoting is an Energy & Utilities Cloud feature designed to streamline the quoting and ordering process for large Commercial and Industrial (C&I) customers. Utility companies can manage complex quotes for customers who operate across extensive networks of locations. - Recipient Price Calculation
Meet scale requirements and unblock your core multisite quoting journeys by calculating recipient-level prices in batches. The recipient-level pricing capability invokes the Configure API in batches instead of the Place Sales Transaction (PST) API directly. This batch processing helps you avoid platform guardrails and transaction limits.