Quoting Tips
Tips and Notes
Topic | Tip | Details |
---|---|---|
Logic dedicated for Quote Type | When you create a workflow logic that you only intend to use with a Quote Type, give it a unique name. This unique name will distinguish this logic from the default workflow logic for Quotes, whose name will be 'Quote'. However, this workflow logic with a unique name will only work with the corresponding Quote Type. Therefore, in most cases, you will have to define a workflow logic that will be used when you create a quote that is not based on any Quote Type – this logic must have the value 'Quote' in the Name column. | |
Creating custom quote revision name | The |
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