Creating a New Request
Start a new discount request in minutes.
Last updated: Jul 16, 2026
New requests are created from the Active Requests page or from the Kanban Board. You need the create requests permission to see the Add New Request button.
Opening the request form
- Click Active Requests in the sidebar.
- Click Add New Request... in the top-right command bar.
The request form opens as a dedicated page.
Request form fields
Header information
| Field | Description |
|---|---|
| Project Name | The name of the deal or project this request is for. Appears in the request list. |
| Type of Request | Select New Quote or Renewal. Populated from your organization's configured request types. |
| Request Date | The date the request is being made. |
| Expected Delivery Date | The anticipated delivery date for the order. |
| Validity Period | How long the approved pricing should remain valid. |
Customer information
| Field | Description |
|---|---|
| Customer Name | The name of the direct customer or reseller. |
| End Customer Name | The name of the final end customer, if different from the direct customer. |
| Account Number | The customer's account number, if applicable. |
| Rep Firm | The representative firm involved in the deal, if applicable. |
Sales information
| Field | Description |
|---|---|
| Sales Contact | The sales person managing this deal. |
| Sales Region | The geographic region for this deal. Used in the Average Sale by Region dashboard metric. |
Products (Opportunities)
The product section is where you add the items being quoted. For each product line:
- Search and select a product from the price list by part number or description
- The List Price is pre-populated from the product's category base price
- Enter the requested price (the discounted price being requested)
- The system calculates the discount percentage automatically
You can add multiple product lines to a single request.
Custom fields
If your organization has configured custom fields for requests, they appear in an additional section below the standard fields. These are specific to your organization's configuration.
Saving and submitting
At the top of the form you have two primary actions:
- Save — saves the request as a draft. You can return and edit it later.
- Submit — saves and submits the request for approval. See Submitting a Request for Approval.