Quote versions in opportunities
❗ Important: The documentation in this topic refers to a feature or product that is currently in Early Availability status. Features in Early Availability status are only available in production to a limited number of customers based on fit with specific use cases. For more information about Early Availability status, see Product lifecycle phases. If you would like to use the product capabilities described here during the Early Availability phase, contact your AppDirect technical representative.
Quote versions are documents created to define the potential future purchases created from opportunities.
Quote version workflow
The following tasks are done as part of the quote version workflow in opportunities.
| Tasks in flow | Description |
|---|---|
| 1. Create opportunity (prerequisite) | Opportunities are created to define a potential purchase for a client. For more information, see Create opportunities. |
| 2. Create quote version | Create a quote version from an opportunity to send to customers. For more information, see Create quote versions from opportunities. |
| 3. (Early Availability) Send quote version for customer approval (optional) | Send the quote version you created to the end-customer for approval. For more information, see Send a quote version for approval. |
| 4. (Early Availability) Revoke a quote sent for approval (optional) | Revoke the quote version that you have sent to a customer as long as it is still in PENDING status. For more information, see Revoke a quote version. |
| 5. Finalize opportunity | When the customer accepts the quote version, you can finalize the opportunity to complete the purchase. For more information, see Finalize opportunities. |
| Optional tasks outside of flow | |
| Download PDF of quote version | For opportunities in OPEN or PENDING status, click the gear icon and select Download PDF. For opportunities in REVOKED, REJECTED, or APPROVED status, click the download icon in the row of the quote version. |
Statuses
Quote versions can have any of the following statuses:
| Status | Description |
|---|---|
| OPEN | A newly created quote. |
| PENDING | A quote sent to the customer for approval. |
| APPROVED | A quote approved by the customer. |
| REJECT | A quote rejected by the customer. |
| REVOKED | A quote canceled by the sales agent, or a status change because another version of the quote has been approved. |
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