Use “Send to PD” from a seller quote to send selected quote products to a Buying/Product Development business unit for development. This feature is available when your company has Send to PD enabled.
Send selected quote products to Product Development:
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In Customer Relationship Management, open the customer, choose the relevant category, and open Quotes. Select the quote and the products you want to send.
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Choose “Send to PD.” When the feature is enabled, this opens a drawer. Choose the destination Buying/Product Development business unit or category, and optionally enter a message for the PD team. If the control shows a lock because the feature is not enabled, clicking it opens an upgrade prompt instead.
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Review the selected products and destination, then choose “Send” to submit them to Product Development. This creates PD items from the selected quote products. It does not create a customer Project in a “Requested Updates” folder; that is a separate project-based workflow.
