Quote
Represents a commercial quotation provided to a customer.
The Quote business object represents a commercial quotation provided to a customer. It provides a central place to track the customer, quote dates, line items, taxes, discounts, totals, currency, status, and notes.
Description
Use the Quote object to prepare and manage commercial quotations for customers. It can connect the quote to a customer, use customer contact information, include individual quote lines, calculate taxes and discounts, track expiration dates, and monitor whether the quote is drafted, sent, accepted, declined, or expired.
Included Fields
Quote
- Quote ID
- Status
- Quote Date
- Expiration Date
- Currency
Customer
- Customer Reference
- Customer Name
- Phone Number
- Logo
Quote Details
- Line Items
Totals
- Sales Tax
- Sum
- Subtotal
- Discount
- Total
Other
- Notes
Common Uses
- Customer Quotations: Prepare commercial quotes for customers.
- Sales Proposals: Define products or services, quantities, and pricing before an order is accepted.
- Quote Tracking: Monitor quotes through drafted, sent, accepted, declined, and expired states.
- Expiration Management: Track how long each quote remains valid.
- Quote Totals: Calculate taxes, discounts, subtotals, and final quote totals.
Related Business Objects
Included Features
- Automatic Quote ID generation
- Quote status tracking
- Customer reference
- Customer name lookup from the referenced Customer
- Customer phone and email lookup
- Customer logo lookup
- Quote Line attachments
- Quote date tracking
- Expiration date tracking
- Multiple currency support
- Automatic line item sum calculation
- Sales tax calculation
- Discount support
- Automatic subtotal and total calculation
- Rich text notes