Quote
A quote is a prospect quotation (QU-) for an account. Once it is won, it can become an order.
Reference
| Name | Quote |
| Path | sales/quote |
| Screen | Sales → Sales Pipeline → Quotes |
| What it is | Prospect quotation (QU-) joined to account and customer group, convertible to an order once won. |
Statuses
| Name | Value | Meaning |
|---|---|---|
| Draft | draft | The quote was just created. |
| Open | open | Ready to send to the prospect. |
| Acknowledged | acknowledged | The prospect acknowledged the quote sent by email. |
| Rejected | rejected | The prospect rejected the quote. |
| Expired | expired | Past the due date. |
| Canceled | canceled | The quote is cancelled. |
| Won | won | The prospect is now a customer. Other quotes on the same opportunity are Lost. |
| Lost | lost | The quote was lost. |
Number
QU- (data.quoteNumber).
Links
- Account and contact on the quote.
- Opportunity. The opportunity points back to this quote.
- Sales order, once the quote is won.
Check
A QU- number matches one status in the table.
If this fails
| What you see | Why | What to do |
|---|---|---|
| The quote shows an account and no customer group | The quote record links to the account and the contact | Open the account from this quote |