Quote Configuration Overview

This article summarizes all of the configuration possibilities for a Quote.

Logics

Using logics you can implement all the price calculations you need.

• Quote Item Logic – Creates input fields and calculates the results. This is a mandatory logic for quote calculation.

• Quote Header logic – Prepares header inputs and calculates quote overall summaries. This is optional.

• New Product Picker Filter Logic

• Customer Input Filter Logic

Domain Model

The pre-configured types of quotes are stored in:

• Quote Type (QTT)

The following entities are used to store quote data:

• Quote (Q)

• Quote Item (QLI)

• Price Record (PR)

See their relations in Quote Entity Relationship Diagram.

Advanced Configuration Options

There are many options, which can be set up in Configuration pages under Administration › Configuration 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.

• Advanced Configuration Options (Quotes)

As an example of what can be done via advanced properties:

• Product Recommendations

• Lost Deal/Quote Reasons

• Filter on list of quotes displayed to user

• 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 Administration › Feature Flags. Once modified, feature flags values are stored in advanced configuration option crm_config.

• 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:

• List of Quotes, via:

  • Assignment of the User to Roles

  • Configuration option quoteApplyOwnQuotesFilter to see only own quotes

  • Configuration option quoteApplyCustomerFilter – apply user’s customer filter

    • See User Admin, Customer Filter

• Detail of a Quote, via:

  • See User Group View/Edit

  • Quote Entitlement Filter Logic

Creation Workflow

See:

• Document Creation Workflow in Unity UI documentation

• Creation Workflow Logic API in Knowledge Base

Email Templates

See:

• Message Templates in Unity UI Documentation

• Email Templates Editor in Studio

Publishing Templates

See:

• Publishing Templates Handbook

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:

• Interceptors in Unity UI documentation

• Interceptors Reference in Knowledge Base