Reference
Quote anatomy
Understand quote structure, sections, and key fields
Quote lifecycle
Status flow from Draft to Accepted and alternative paths
Pricing and discounts
Apply pricebooks, discounts, and pricing rules
Approval workflows
Configure and manage quote approval processes
Guides
Create a quote
Start a new quote from a template
Configure products
Add and customize products and bundles
Publish to Dealroom
Share your quote with customers
Handle revisions
Create new versions and manage changes
Clone and duplicate
Reuse existing quotes as starting points
Export quotes
Generate PDFs and other formats