Quotes

Quotations built on company, requirement, calculation and supplier data.

Draft—
In review—
Approved—
Sent—
Won—
Lost—
Expired—
  1. Workflow
  2. Company
  3. Requirements
  4. Calculation
  5. Supplier inputs
  6. Margin
  7. Quote
  8. Approval
  9. Send
  10. Status
QuoteCompanyContactStatusValueMarginCreatedSentValid untilOwner

No quotes yet

Quote generation is not part of this release. Quotes will follow the workflow shown above.

Customers

Fields each record will carry

Identity

  • Quote numberrequiredtext
  • Companyrequiredreference
  • Contactreference
  • Calculationreference
  • Ownertext

Commercial

  • Currencyrequiredone of
  • ValueDKK
  • Margin%
  • Valid untildate
  • Notestext

Lifecycle

  • Statusrequiredone of
  • Createdrequiredtimestamp
  • Senttimestamp
  • Decidedtimestamp

Depends on