This article contains overview of all configuration possibilities for a Quote.
Logics
Using logics you can implement all the calculations of the prices 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.
-
Customer Input Filter Logic
Domain Model
The pre-configured types of quotes are stored in
The following entities are used to store data of the quotes.
See their relations in Quote Entity Relationship Diagram
Advanced Configuration Options
There are many options, which can be set up in Configuration pages under 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.
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 .
Once modified, feature flags values are stored in advanced configuration option crm_config.
-
Page Feature Flags (Quotes) contains list of feature flags related to Quote
Approval Workflow
Quote is an approvable document, so can have attached an Approval Workflow. For details see Approval Workflow Configuration Overview
Access
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 Customer Filter
-
-
-
Detail of Quote, via
-
Quote Entitlement Filter Logic
Interceptors
Interceptor is a mechanism developed mainly for integration of Unity UI with CRM systems. It allows the developer to enrich Unity UI with additional javascript code, which is called pre or post certain actions.