Add details to a quote
Use the Details tab to add basic information to a quote.
Before you begin
Role required: sales_agent
About this task
Use the Details tab to add more information about your quote, such as addresses and contacts. You can also indicate whether the quote is active and set the quote state.
Procedure
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In the Details tab, fill in the basic information..
Table 1. Quote Details tab Field Description Active Option indicating that the current quote is the active quote. When there are multiple versions of a quote, selecting this option indicates this is th active quote. State The State drop-down box contains options for tracking the quote status. - Draft - The default state of a quote that indicates the quote is still in development.
- In review - Use this state to indicate that the quote is in a review state.
- Pending customer acceptance - Set to this state when the quote is created and in review with a customer.
- Accepted - Use this state to indicate that the quote was accepted by the customer.
- Revised - Revised indicates that changes have been made to the quote that other working on the quote can take note.
- Expired - Shows that the quote is beyond its expiration date. Reset the expiration date to make the quote active again.
- Canceled - Use this state to show that the quote is canceled.
- Closed - Shows that the quote is closed.
- Completed - Shows that the quote is completed. When a quote is set to Completed, the quote can be used to create an order. For more info, see Convert quotes into orders with the Customer Orders tab.
Pricing fields The fields are: - Currency - The currency for the price matches the currency stated in the account information.
- Price list - The Standard Price List field is the default price list for the product catalogs referenced in the quote.
- Cost book - The Standard Cost Book is the default cost book for the product catalogs referenced in the quote.