Versions Compared

Version Old Version 1 New Version Current
Changes made by

Ondřej Tesař

Jan Panoušek

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Go to Quoting > Quote Types and click Add Quote Type.

  2. Give the new Quote Type a name, which must be unique. Note that Quote Types cannot be renamed once they are created – you can only change their label.

  3. Optionally, define a label. The label must be unique and it also cannot be the same as an already existing Quote Type name. The label can be changed anytime.
    If a Quote Type has a label, it will be displayed on the Quote list and detail pages instead of the name. 

  4. Select the desired pricing, header, workflow and creation workflow logics. The drop-down lists contain only active logics – you can, however, type any logic's name (label in case of header and workflow logics) into the field. The workflow logic menu contains only the newest currently valid logic. If no logic is selected, the default one will be used .
    (warning) When you create a workflow logic that you only intend to use with a Quote Type, give it a unique Name. This unique Name will distinguish this logic from the default workflow logic for Quotes, whose Name will be 'Quote'. Bear in mind, however, that a workflow logic with a unique name will only work with the corresponding Quote Type. Therefore, in most cases, you will have to define a workflow logic that will be used when you create a Quote that is not based on any Quote Type – this logic must have the value 'Quote' in the Name column(in case of workflow logics it’s the valid and active logic with the 'Valid After' date closest to today).

  5. In the Configuration text box, you can define the structure of the Quote in JSON. Specify how many tabs and what types of tabs the Quote will have. The editor will allow you to save a configuration containing only supported tabs. See the Knowledge Base article Detail Page Layout and Dynamic Tabs for details.
    Note: Dynamic tabs containing a Dashboard will not work in the Ember version of Quoting when embedded in a CRM iFrame integration. Use either the React version or if you must use Ember, use the standalone Pricefx app instead.

  6. (Optional) Select a collection of predefined loss reasons that will be available for Quotes based on this Quote Type.

  7. You can limit which Quote Types the user will see when creating a new Quote by adding a user group in the 'User Group (Can Use)' column. Similarly, you can determine which users will be able to edit a Quote Type. Remember that certain rules apply to the combinations of user group entitlement settings.

  8. Click Add.

  9. (Optional) You can use the Attributes' value to store some information in them. You can access these values from the header logic:

    Code Block
    languagegroovy
    def qttAttr1 = api.find(
                    "QTT",
                    api.filter(
                         "uniqueName",
                         quoteProcessor.getQuoteView().quoteType
                    )
               )?.find()?.attribute1

...