Prepare and manage Quotes
Overview
Section titled “Overview”Quotes combine customer details, priced line items and controlled status decisions. Revisions preserve the commercial and customer snapshot used at each stage, so a later catalog or address change does not rewrite a finalized quotation.
Purpose
Section titled “Purpose”Prepare a customer offer, obtain approval where required and preserve the accepted version for order conversion.
Prerequisites
Section titled “Prerequisites”-
Quotation create/edit permissions and approval permission for approval decisions.
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Accessible Account, Deal, Products and Price Book as applicable.
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A consistent currency across the commercial relationships.
Procedure
Section titled “Procedure”-
Open Sales > Quotes and select Create quote. Enter the title, customer/Deal association, currency, valid-until date and terms.
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Add the line items and review quantities, unit prices, discounts, tax and totals. Select the intended price source and document design where available.
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Save the Draft before changing its status. Review the generated PDF and correct the draft if necessary.
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Use Quote status and the review/comment control for the allowed lifecycle action. Submit Pending Approval when review is required and let an authorized approver record the decision.
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Record Sent and the eventual Accepted or Rejected outcome using the permitted transition. Sending the document externally is a separate communication action.
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For changes to finalized commercial terms, choose a new draft revision. Convert only the current Accepted revision into a Sales Order.
Expected result
Section titled “Expected result”The quotation retains a versioned offer and decision history, with PDF output for the selected revision.
Screenshots and diagrams
Section titled “Screenshots and diagrams”
Important notes
Section titled “Important notes”-
Quotes require 1 to 100 line items with positive quantities and valid nonnegative monetary values.
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Save financial edits separately from status decisions. Finalized commercial terms cannot be edited in place.
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Quote Sent is a business state and does not transmit email.
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A previous revision remains available for review; the current revision drives new order conversion.
Troubleshooting
Section titled “Troubleshooting”-
Invalid transition: use the next action available for the current status.
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Commercial terms are immutable: create a new draft revision.
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Currency/relationship error: align Quote, Deal, Account and Product/price source.
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PDF differs from the current catalog: historical snapshots intentionally retain the earlier offer.
Related articles
Section titled “Related articles”Search the guides or talk to the ZBIX team.
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