What it covers
Track status, review decisions and preserve the priced snapshot and lifecycle history.
Revenue and contracts
Quotes and proposals
Build server-calculated quotes and printable proposals.
How it works
Keep the price and its decision history together
Create quotes and printable proposals from server-calculated amounts, then track their status and review decisions. Preserved pricing snapshots make it possible to understand what was offered at the time.
In practice
Follow quote lifecycle history and the priced snapshot from the commercial record.
When to use it
Useful situations
- Prepare a customer-facing proposal from structured products and services.
- Route a quote for review and retain the decision history.
- Revisit a previously priced offer without losing the terms used at the time.
A working path
How the work moves
Build the commercial offer
Select the customer and opportunity, add catalogue lines and enter supported quantity, tax and discount details. Review all dates and descriptions with the owner before calculating or sharing the quote.
Check the authoritative totals
Review server-calculated line and overall amounts, then make any permitted corrections through a new edit or revision. Submit for approval when the policy requires it and keep the requested change clear.
Share and track status
Use the supported delivery or portal-sharing path for the intended recipient. Follow the quote’s status and revision history so the team can distinguish a draft, a reviewed offer and a later change.
Illustrative scenario
Renewal proposal
An account owner prepares a renewal quote with the current service package, checks the calculated totals, requests internal approval and shares the approved proposal through the configured workflow.
Before you start
What to check
- Server calculations are authoritative; verify line inputs, currency, tax and discount treatment before presenting an offer.
- Sharing, approval and accounting handoff are separate workflows; a generated proposal does not mean it was accepted or paid.
Are totals calculated in the browser?
No. The server calculates quote amounts so line totals, discounts and tax follow one authoritative contract.
Can I see earlier quote terms?
Supported revisions and priced snapshots preserve the quote history for review.
Get started
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