Quotes

Sales Rep opens a quote from an account or a CRM opportunity. The account, contact, owner, price book, addresses and payment terms provide the starting context. Imported opportunity products are mapped to valid catalog items before they become quote lines.

A quote can represent new business, a renewal or an amendment. Channel deals retain both the partner buying and the end customer receiving the goods or services. Renewal and amendment quotes identify the agreement they affect and the applicable service boundary.

Several proposals may belong to an opportunity, while one is designated primary. CRM updates retain the relevant quote revision and integration outcome so a delayed message from an obsolete proposal cannot silently replace the current commercial decision.

Subscription and service lines retain their actual inclusive start and exclusive end dates. The proposal’s operative contract template, notice requirements, renewal basis and uplift are resolved before signature, so later contract creation cannot introduce terms the buyer never saw.

Submitting creates a complete immutable quote version, including parties, options, prices, discounts, service dates, billing milestones, terms and policy sources. Approval steps refer to that version and its content digest. The submitted packet is locked while decisions are pending.

Automatic approval applies only when the configured discount band and every other required check permit it. Floor breaches, special terms and unresolved configuration or pricing exceptions remain visible. A change after approval requires a new reviewed revision; the earlier decision stays attached to its original content.

Sales Rep sends the approved revision through the configured document and signature workflow. The envelope identifies the exact quote version, intended recipient and original document. Provider events retain their identities and arrival evidence, with the executed document stored alongside the sent copy.

Validated completion by every required signer, with the executed document, can make the quote the executed order form. One recipient’s partial signature event is insufficient. A duplicated, expired, voided or superseded envelope event cannot accept the latest editable quote merely because it shares the quote number. Uncertain provider outcomes require reconciliation before another send or conflicting change.

For review sends the proposal for review rather than signature. Sales Rep records the buyer’s purchase order or written acceptance against the same revision. When the sale requires a signed agreement, that commercial acceptance still waits for the contract signature and Deal Desk verification before downstream release.

An eligible unaccepted sent quote can be superseded through a controlled revision. The original document, decisions and envelope history remain available, the old envelope is reconciled or voided, and the new draft receives fresh configuration, pricing and approval checks.

All material changes matter: a different product, quantity, option, service period, payment plan, recipient or clause can require renewed review even if the headline discount percentage falls. Accepted business is changed through a linked amendment rather than returning the executed revision to Draft.

My Open Quotes and Quote Board help Sales Rep follow work by stage. Sent, Awaiting Buyer shows document activity, while Expiring This Week identifies proposals approaching their validity date. Reminders and expiry follow the configured policy and the exact sent revision.

An expired proposal needs a current draft and review before a new offer is sent. Viewed activity helps the rep follow up, but does not establish acceptance or authorize a contract, order or invoice.