Advanced Configuration Options (Quotes)

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

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

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

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

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.

Configured on page – Administration > Configuration > 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

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