This article summarizes all of the configuration possibilities for a Quote.
Logics
Using logics you can implement all the price calculations you need.
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Quote Item Logic – Creates input fields and calculates the results. This is a mandatory logic for quote calculation.
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Quote Header logic – Prepares header inputs and calculates quote overall summaries. This is optional.
Domain Model
The pre-configured types of quotes are stored in:
The following entities are used to store quote data:
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.
As an example of what can be done via advanced properties:
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Lost Deal/Quote Reasons
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Customer Input on quote header
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Filter on list of quotes displayed to user
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etc.
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.
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Page Feature Flags (Quotes) contains a list of feature flags related to Quotes.
Approval Workflow
Quote is an approvable document, so it can have an approval workflow. For details see Approval Workflow Configuration Overview.
Entitlement
You can configure access to:
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List of Quotes, via:
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Assignment of the User to Roles
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Configuration option quoteApplyOwnQuotesFilter to see only own quotes
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Configuration option quoteApplyCustomerFilter – apply user’s customer filter
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Detail of a Quote, via:
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Quote Entitlement Filter Logic
Creation Workflow
See:
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Document Creation Workflow in Unity UI documentation
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Creation Workflow Logic API in Knowledge Base
Email Templates
See:
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Message Templates in Unity UI Documentation
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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 the Unity UI with additional Javascript code which is called pre or post certain actions.
See:
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Interceptors in Unity UI documentation
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Interceptors Reference in Knowledge Base