OASIS Certification in Quotes

About the OASIS Certification in Quotes

The OASIS Certification in Quotes helps quoters elevate their OASIS knowledge and become more efficient users with self-paced, specialized training. Whether you're a brand-new user or have years of experience, our certification curriculum delivers valuable courses based on OASIS best practices to help you excel in your role. 

Your OASIS Certification is valid for three years from the date of issuance. Users can recertify by completing the certification curriculum and assessment again at a discounted rate.

Product version: This certification was created using Legacy OASIS Agency versions up to release number W1050D3. Updates to Legacy OASIS are unlikely to alter the processes and techniques taught in the curriculum. If you find significant discrepancies in the content versus your version of Legacy OASIS, please contact OASIS Support at support@oasissalessoftware.com.

Learning Objectives

After earning this certification, you will be able to:

• Navigate the Quotes, Projects, and Home page to locate, track, and create quotes.
• Use project tools, features, and workflows for key quoting processes.
• Learn global functions and features across OASIS that support quoting processes.
• Build and customize pricing, columns, and notes in the bill of materials by customer, print, and part.
• Explain quote statuses and describe their impact on win/loss hit rate tracking.

Security Access Requirements

This curriculum is designed for users with the following security access at a minimum.

• Workgroup: Read
• Users: Read
• Contacts: Create, Read, Update
• Projects: Create, Read, Update
• Quotes: Create, Read, Update
• Sales Accounts: Update