With Quote Types you can speed up the process of creating a new Quote. A Quote Type is a template that specifies the logics that calculate the output (and can also define user input parameters) and a workflow logic. You can define several Quote Types and then quickly create quotes based on different pricing logic without the need to change the default pricing logic or other global settings.

Create a Quote Type

You can specify pricing, header and workflow logics that will be applied to every new Quote based on the selected Quote Type.

1. Go to Quoting > Quote Types and click Add Quote Type.

2. Give the new Quote Type a name, which must be unique. Note that Quote Types cannot be renamed once they are created – you can only change their label.

3. Optionally, define a label. If a Quote Type has a label, it will be displayed on the Quote list and detail pages instead of the name. The label can be changed anytime.

4. Select the desired pricing, header and workflow logics. The drop-down lists contain only active logics – you can, however, type any logic's name (label in case of header and workflow logics) into the field. The workflow logic menu contains only the newest currently valid logic. If no logic is selected, the default one will be used.
    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'. Bear in mind, however, that a 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.

5. In the Configuration text box, you can define the tabs of the Quote in JSON. This way, you can add a tab that will work with the values entered on other tabs – for example, you can have a tab with a dashboard whose inputs will use the values entered by the user on the Items tab. See the Knowledge Base article Detail Page Layout and Dynamic Tabs for details.
   Note: Dynamic tabs containing a Dashboard will not work in the Ember version of Quoting when embedded in a CRM iFrame integration. Use either the React version or if you must use Ember, use the standalone Pricefx app instead.

    Using URL parameters, you can:

   • Display a dashboard without the header, breadcrumbs and dashboard selection menu – add the 'tab-view' parameter to the URL: <server>/#/tab-view/dashboards/<dashboardName>

   • Use Quote query parameters for setting dashboard inputs. For example: <server>/#/dashboards/<dashboardName>?Customer=C-0001&Category=Restaurant sets CustomerId to 'C-0001' and Category to 'Restaurant'.

6. (Optional) Select a collection of predefined loss reasons that will be available for Quotes based on this Quote Type.

7. You can limit which Quote Types the user will see when creating a new Quote by adding a user group in the 'User Group (Can Use)' column. Similarly, you can determine which users will be able to edit a Quote Type. Remember that certain rules apply to the combinations of user group entitlement settings.

8. Click Add.

9. (Optional) You can use the Attributes' value to store some information in them. You can access these values from the header logic:

   def qttAttr1 = api.find( "QTT", api.filter( "uniqueName", quoteProcessor.getQuoteView().quoteType ) )?.find()?.attribute1

Create a Quote Based on a Quote Type

When Quote Types are defined, you can start creating Quotes based on these types.

1. Go to the Quotes page and click the New Quote button.

2. On the first click, a drop-down list with available Quote Types appears.

3. Select the desired Quote Type.

4. Start editing your new Quote.