Quotes

Build a configurable quote in the Quote Builder.

Build a quote

Open the Quote Builder and start a Draft Quote; set the Quote To customer.
Add products as Line Items (each shows a Line Total); the running Quote Total appears in the Pricing Summary.
Work through the steps: Configuration (resolve any Configuration Issues), Pricing (rules apply automatically), and Discounts.
Review the Pricing Summary and submit for approval if required.
When approved, Email Quote to Customer.

A quote with no products shows “No Products Selected”. High-value or non-standard quotes may trigger “Product Approval Required”.