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Approval Workflow
Quote is an approvable document, so can have attached an Approval Workflow. For details see Approval Workflow Configuration Overview
Entitlement
You can configure access to:
List of Quotes, via
assignment of the User to Roles
configuration option quoteApplyOwnQuotesFilter to see only own quotes
configuration option quoteApplyCustomerFilter - Apply user’s customer filter
Detail of Quote, via
Quote Entitlement Filter Logic
Creation Workflow
See:
Document Creation Workflow in Unity UI documentation
Creation Workflow Logic API in Knowledge Base
Email Templates
See:
Message Templates in Unity UI Documentation
Email Templates Editor in Studio
Publishing Templates
Interceptors
Interceptor is a mechanism developed mainly for integration of Unity UI with CRM systems. It allows the developer to enrich Unity UI with additional javascript code, which is called pre or post certain actions.
See:
Interceptors in Unity UI documentation
Interceptors Reference in Knowledge Base