allowConversionOfExpired
If set to true, you can convert a Quote to Deal when it is expired.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – QuoteConfigurator General Settings
Type – boolean
Sample value – false
autoConvertQuotes
Enables auto-conversion of a Quote from Offer to Deal.
Configured on page – Administration > Configuration > Quoting > General Settings
Type – boolean
Sample value – true
calculableExcelExportUseStreamingWorkbook
If set to true, streaming export for quotes is enabled. By default it is disabled.
Type – boolean
Sample value – true
calculateNewQuoteImmediately
If set to true, the Quote’s header logic is executed right after the Quote is created (i.e. before the user can see it).
Configured on page – Administration > Configuration > Quoting > General Settings
See also – QuoteConfigurator General Settings
Type – boolean
Sample value – true
copyCLICAttachments
If set to true, attachments are copied when duplicating a Quote. By default this is switched off.
Type – boolean
defaultGroups
Sets which objects will be assigned the same default user groups as the creator has.
Configured on page – Administration > Configuration > System Configuration > Entitlements
See also – Entitlements
Type – json object
Sample value – { "quote" : true, "contract" : true, "rebateAgreement" : true, "compensation" : false, "pricelist" : true, "manualPricelist" : true, "priceGrid" : false, "simulation" : false, "lookupTable" : false, "dataChangeRequest" : false}
defaultQuoteHeaderFormula
Name of a Logic. Defines a calculation logic used at the quote header level.
Configured on page – Administration > Logics > Header Logics > Quotes
See also – Quote Header Logics
Type – text
Sample value – DefaultQuoteHeaderLogic
disabledDocxDownload
Allows you to hide the icon for downloading objects (e.g. Quotes, Contracts) in the DOCX format.
See also – How to Hide Download DOCX Icon
Type – boolean
Sample value – true
disableSaveWhenCreationWorkflowIsFinishedQuote
If enabled, Quote is submitted automatically when document creation WF is finished. If the Quote is rejected in the approval process, the creation workflow is restarted at its last step allowing further work on the document.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – Creation Workflow
Type – boolean
Sample value – true
enableSubmitReasonForTypes
Enable submitter comment. For Quotes, Contracts, Rebate Agreements, Compensation Plans or Price Lists, you can allow users to optionally enter comments when they submit the document.
Configured on page – Administration > Configuration > System Configuration > My Workflows
See also – Workflows Configuration
Type – json array
Sample value – [ "Q", "CT", "RBA", "CO", "PL" ]
publishingTemplates_<typeCode>
Specifies Excel or Word templates used for publishing documents to XLSX, PDF or DOC formats. You need to specify the type by adding a suffix: "publishingTemplates_Q" (Q for quotes; others respectively).
Configured on page – Administration > Configuration > Templates > Publishing Templates
See also – Publishing Templates
Type – json object
Sample value – { "templates" : [ ] }
quoteAddCustomerGroupInput
If set to true, the Customer Group user input field is shown in the Input Parameters on the Quote root level.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – https://pricefx.atlassian.net/wiki/display/UNITY/Quoting+General+Settings
Type – boolean
Sample value – false
quoteAddCustomerInput
If set to true, the Customer user input field is shown in the Input Parameters on the Quote root level.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – https://pricefx.atlassian.net/wiki/display/UNITY/Quoting+General+Settings
Type – boolean
Sample value – true
quoteApplyCustomerFilter
If set to true, users with a set up customer filter will see only quotes created for those customers.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – https://pricefx.atlassian.net/wiki/display/UNITY/Quoting+General+Settings
Type – boolean
quoteApplyOwnQuotesFilter
If set to true, users will see only the quotes that they have themselves created.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – https://pricefx.atlassian.net/wiki/display/UNITY/Quoting+General+Settings
Type – boolean
Sample value – true
quoteExpiryDateOffset
Sets up the number of days which will by default offset the respective date when creating a new Quote in QuoteConfigurator.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – QuoteConfigurator General Settings
Type – number
Sample value – 30
quoteItemSelectorInputs
Makes inputs which are displayed in the quote’s Input Parameters section available to users in the product selector.
See also – How to Add Inputs to Product Selector
Type – json array
Sample value – [ { "name" : "Quantity", "label" : "Quote Quantity", "type" : "USERENTRY" }]
quotePrefix
Sets the Quotes prefix in their name. The default is P (due to backward compatibility).
Type – text
Sample value – P-
quoteProductRecommendationsConfig
Allows you to configure Product Recommendations Model.
See also – Product Recommendations Configuration
Type – json object
quoteRevisionFormat
Allows you to add a string of your choice between the Quote unique name and the revision number. The default value of this option is $uniqueName$-REV-$revId$.
Type – text
Sample value – $uniqueName$-REV-$revId$
quotesMassUpdateTemplates
Defines templates on which Quote mass update jobs are based.
Configured on page – Administration > Configuration > Quoting > Quote Mass Update Templates
See also – Quote Mass Update Templates
Type – json object
Sample value – { "MassiveClusterChanges":{ "isDefault":true, "config":{ "headerInputUpdateDefs":[ ], "inputUpdateDefs":[ ], "outputDefs":[ ], "inputDefs":[ ], "inputsLogic":"ClusterItemMassUpdate", "headerInputsLogic":"ClusterMassUpdate", "headerOverridesLogic":null, "overridesLogic":null } }}
quotesReasons
Lists of Reasons displayed in Quotes when, for example, the user moves the quote status from Offer to Lost - the user is offered to select the reason from this list of configured reasons.
Configured on page – Administration > Configuration > Quoting > Quote Reasons
See also – Quote Reasons
Type – json object
quoteTargetDateOffset
Sets up the number of days which will by default offset the respective target date when creating a new Quote in QuoteConfigurator.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – QuoteConfigurator General Settings
Type – number
runCreationWorkflowOnQuoteSave
If set to true, the creation workflow logic is executed right after a Quote is saved. Cannot be enabled if Autosave is switched on.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – https://pricefx.atlassian.net/wiki/display/UNITY/Quoting+General+Settings
Type – boolean
Sample value – true
saveAndCalculateNewQuoteImmediately
If set to true, a new Quote is calculated immediately after saving.
Configured on page – Administration > Configuration > Quoting > General Settings
See also – https://pricefx.atlassian.net/wiki/display/UNITY/Quoting+General+Settings
Type – boolean
Sample value – true
skipRevisionRecalc_<typeCode>
If set to true, a new revision of Q/RBA/CT is not recalculated immediately. You need to specify the type by adding a suffix: "skipRevisionRecalc_Q" (Q for quotes; others respectively).
See also – Quote Actions
Type – boolean
startPagePanels
Allows you to define at the partition level the list of portlets that will be displayed on the Home page.
Configured on page – Administration > Configuration > System Configuration > Home Page
See also – Home Page
Type – json array
Sample value – [ "pricelist", "rebateManager", "promotionManager", "priceShop"]
usePersistedQuoteCalculation
If set to true, Persisted Quote Calculation Processor is used; otherwise QuoteCalculationProcessor is used.
Type – boolean
useResultNamesInExcelExport
If set to true, a quote exported to Excel uses result names (not Labels) as column headers on the Data tab.
See also – Quote Actions
Type – boolean
Sample value – true