Quote Tabs and Fields

In addition to the discounting and total features of the cart, additional information can be included in the quote tabs located at the top of the screen. Default tabs for each quote are the Quotation, Customer Info, and Documents tabs. The Quotation tab displays the currently selected cart, the Customer Info tab allows you to enter a customer's billing and shipping information, and the Documents tab allows you to upload files to the quote. In addition to these default tabs, custom tabs may be added.

There are several types of fields on quotes:

  • quote standard fields (Market, Pricebook)
  • quote custom fields (Shipping date)
  • quote item standard fields (List price NRC, MRC)
  • quote item custom fields (VAT)
  • quote tables (Installment plan)

Users can edit quote standard fields and quote item standard fields as soon as they gain access to their tenant. Quote custom fields, quote item custom fields, and quote tables can be added per request if needed.

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