Quoting General Settings

There are the following settings for the Quoting module:

• On creating new quote:
  • Save and calculate new quote immediately – If checked, the new quote is saved immediately after creation and the header logic is executed. It is useful if you need to work with the quote's typedId in the header logic.
    
  • Calculate new quote immediately – If checked, the quote's header logic is executed right after the quote is created (i.e. before the user can see it). This functionality can be used to set various default values on the quote.
     After you change this setting and save it, you also must refresh the UI, i.e. refresh the browser window or log out and in again.
• Run document creation workflow logic on save – You can set conditions in the document creation WF logic that will be evaluated on every save, enabling you, for example, to prevent some users from making changes to the document.
• On creation workflow finish do submit and on deny or withdraw restart creation workflow to last state – If checked, 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.
• Auto-convert quote to deal after approval – If checked, the quote status is automatically changed from 'Approved' to 'Deal' after approval. As a result, all products and their prices included in the quote will appear as new Price Records.
• Allow conversion of expired Quotes to Deals – If checked, Quotes whose validity ends in the past can also be converted to Deals. 
• Add customer input to root item automatically – If checked, the Customer user input field is shown in the Input Parameters on the quote root level.
• Add customer group input to root item automatically – If checked, the Customer Group user input field is shown in the Input Parameters on the quote root level.
• Apply per-user customer filter on quotes list – If checked, users with a set up customer filter will see only quotes created for those customers. This setting does not apply to the Administer Quoting user role – such user will always see all quotes.
• Show only own quotes in list (for non-admin users only) – If checked, users will see only the quotes that they have themselves created. Quoting Admins and users with the role Manage Worfklow Logics will always see all quotes. Also quotes assigned to customer groups will always be visible.
• Effective / Expiry date offset – Sets up the number of days which will by default offset the respective date when creating a new quote in Quoting. It also applies to copied quotes if the original quote's effective/expiry date is in the past.