Quotes
Build priced quotes from price books.
Overview
The quote builder prices lines from price books, supports sections, optional lines and bundles, and applies discount rules. Quotes above your guard-rails go to approval before they can be sent.
When to use quotes
- You send a priced offer on an opportunity.
Step by step
In the Crm module open Pipeline in the green navigation bar, then choose Quotes under Quotes & Pricing.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.quote.approve
- crm.quote.config
- crm.quote.convert
- crm.quote.create
- crm.quote.delete
- crm.quote.margin
- crm.quote.read
- crm.quote.send
- crm.quote.update