How Do I Create a District Quote?

  1. Follow the steps in this article to create your opportunity and quote records.
  2. In the Opportunity record's Related Quick Links section, hover over the Quotes link and click Edit Lines. Select the CPQ Pricebook.
  3. Ensure the default global Start Date and End Date listed on the quote are correct. These dates can be modified at the Global, Group, and the individual Line Item level if needed.
  4. Enter a Note if applicable that you would like to be printed at the bottom of the quote document for the prospect. A note example may be "Spring Promo Discount is included".
For Promotions: Ensure the End Date and Notes reflect the promo. For Example: for a 6-month promo, on the quote, ensure the end date is set for 6 months past the term and put the promo in the notes (6 months free January promo).
  1. Ensure the account in the End User field is the account that will receive the products. Click the "x" in the End User field next to the District Named Group. Select a school from the list or click "return" on your keyboard to view more accounts to choose from.
The end user should never be the district account. The end user should list the school accounts that will be receiving the products.
  1. In the first group (your first school group), click Add Products. Click on a category. Check the checkbox next to each product you would like to add. Click Select. To view the 2022 Progress Learning pricing sheet, click here.
  1. The End User NCES Student Count and End User NCES Level fields automatically populate according to NCES data. You may override these fields as necessary by using the End User Level Picker and End User Student Count Picker drop-down fields. Please note the pricing will update to reflect your adjustments.
  1. Next to the group you just created, click the down arrow next to "Add Products" and click Clone Group. Update the end user field to the next school you are quoting.
Clone the group with an account that is getting the same products first. For example, if you added a Middle school first, add the next middle school next if possible. This way the products do not have to be updated in the quote.
  1. If you need to update products for the next group, click the trash can icon to remove products. Repeat steps 6-8 until you have added all necessary schools and products.
  1. To apply small school discounts and other discounts, use the Discounts group, Target Customer Amount field, or the Additional Disc. field next to any line item.
Do not combine % and $ discounts in the same quote- an error will occur.

Discounts group

  • In the Discounts group, click Add Products.
  • Click Other, and check the checkbox next to the appropriate discount.
  • Click Select.
  • In the Discounts group section, enter the appropriate discount in the ADDITIONAL DISC. field.

Target Customer Amount Field

  • Enter the amount that you would like for the quote total to be in the Target Customer Amount field. The discount will be applied to your quote automatically.

Product Line - ADDITIONAL DISC. field

  • Enter the percentage or dollar amount that you would like to discount off of a single product.

  1. Click Save to save your quote.
  2. On the Opportunity record, click the appropriate status and click Mark Stage as Complete. You can also use the Activity section to Log a Call, Create a task, and Email from Salesforce.
  3. For instructions on how to send a quote to a prospect, click this link.
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