Quote Tab
This section describes the fields and actions on the Quote tab of the Quotes workspace.
Tab Fields
| Field | Description |
|---|---|
| New Quote Price | This field displays the total price of the quote in the job's specified currency. |
| Invoice Discount | This field displays the invoice discount for the job in the job's specified currency. |
| Tax | This field displays the taxed amount according to the selected code in the Tax Code field. |
| Balance Due | This field displays the total order confirmation price in the job's specified currency. It is the sum of the values in the New Quote Price, Invoice Discount, and Tax fields. |
| Effective Quote Price | This field displays the effective quote price of the job. The quote must be approved whenever the quote price is changed for the price to reflect in this field. |
| Budget Type | This field displays the budget type of the selected job budget. |
| Billing Price | This field displays the currency and total price of the job quote, excluding tax. |
| Deviation | This field shows the difference between the billing and quote prices. |
| Remarks 1-3 | Enter additional information related to the job quote in these fields. |
Tab Actions
| Button | Description |
|---|---|
| Submit Quote | Click this action button to submit a quote for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Approve Quote | Click this action button to approve a quote.
This action is available for users with requisite access rights only. |
| Reopen Quote | Click this action to reopen the job quote.
Once reopened, you can add, edit, or delete quote lines. |
| Other Actions | In the Quotes workspace, this drop-down list includes the following actions:
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