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This article contains overview summarizes all of all the configuration possibilities for a Quote.
Logics
Using logics you can implement all the price calculations of the prices you need.
Quote Item Logic - creates – Creates input fields and calculates the results. This is a mandatory logic for quote calculation.
Quote Header logic - – Prepares header inputs and calculates quote overall summaries. This is optional.
Customer Input Filter Logic
Domain Model
The pre-configured types of quotes are stored in:
The following entities are used to store quote data of the quotes.:
See their relations in Quote Entity Relationship Diagram.
Advanced Configuration Options
There are many options, which can be set up in Configuration pages under and influence behavior of the application.
Values of those options are then stored in Advanced Configuration Options, which can be fetched to the project configuration files.
Feature Flags
Feature flags are settings in key-value form, which influences the application’s front-end behavior and appearance.
To change them, navigate to . Once modified, feature flags values are stored in advanced configuration option crm_config.
Page Feature Flags (Quotes) contains a list of feature flags related to QuoteQuotes.
Approval Workflow
Quote is an approvable document, so it can have attached an Approval Workflowapproval workflow. For details see Approval Workflow Configuration Overview.
Entitlement
You can configure access to:
List of Quotes, via:
assignment Assignment of the User to Roles
configuration Configuration option quoteApplyOwnQuotesFilter to see only own quotes
configuration Configuration option quoteApplyCustomerFilter - Apply – apply user’s customer filter
see See User Admin, Customer Filter
Detail of a Quote, via:
see See User Group View/Edit
Quote Entitlement Filter Logic
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Interceptors
Interceptor is a mechanism developed mainly for integration of Unity UI with CRM systems. It allows the developer to enrich the Unity UI with additional javascript Javascript code , which is called pre or post certain actions.
See:
Interceptors in Unity UI documentation
Interceptors Reference in Knowledge Base