Quotes

A quote is a priced offer to a customer: a list of line items with quantities and prices, and a total UnitX works out for you. You create the quote, mark it sent, and record whether the customer accepted or rejected it. An accepted quote can then become an order.

Key concepts#

• Quote number: every quote gets the next number in your organization’s sequence, such as QUO-1024.
• Line item: one priced row with a description, a quantity and a unit price, optionally linked to a catalog product.
• Quotes and proposals: a proposal drafted on a deal is a quote. It is one record, shown on the deal and on the Quotes tab. See Opportunity proposals.

Who can use it#

Create a quote#

1. Open the Quotes tab

   Go to CommerceQuotes. Quotes is the tab Commerce opens on. Select New quote.

2. Choose the customer

   Pick an account under Customer. The list comes from your CRM customers.

3. Add line items

   Fill in the first line, and select Add line for each extra line. See Line items below.

4. Select Create quote

   The button is enabled once a customer is chosen and every line is valid. The quote is saved as a draft in US dollars, and its page opens.

Line items#

Each line in the dialog has four fields:

Use Remove to drop a line. It appears when there is more than one line. A quote needs at least one line.

How totals are calculated#

UnitX calculates totals when the quote is saved, using these rules:

• Line total = Qty × Unit price, rounded to the nearest cent, minus the line’s discount, plus the line’s tax.
• Subtotal = the sum of Qty × Unit price across all lines, before discounts and tax.
• Total = the sum of all line totals.

Discounts and tax are amounts per line, not percentages, and there is no separate discount on the whole quote. A line’s discount can’t be larger than its Qty × Unit price.

The Preview under the lines in the dialog is a quick estimate. The totals on the saved quote are the authoritative ones.

Example#

A quote for Everyrealm with two lines:

If the second line had a 250.00 discount and 160.00 of tax added through the API, its line total would be 2,250.00 − 250.00 + 160.00 = 2,160.00. The subtotal would stay 4,650.00, and the total would be 4,560.00.

The quote page#

Select any quote on the Quotes tab to open its page. It shows:

• The quote number and a status badge. Under them, the total, and the expiry date (expires 11/30/2026) when one has been set.
• The action buttons allowed for the current status, if you have finance.create.
• Every line item, with its description, quantity × unit price and line total, then the Subtotal and Total.

Use Back to commerce at the top to return to the list.

Send a quote and record the outcome#

1. Deliver the quote to the customer

   UnitX doesn’t email quotes. Share the details with your customer the way you normally do.

2. Select Send

   On the quote page, Send moves a draft to sent and sets its issue date to today.

3. Record the customer’s answer

   Select Mark accepted or Mark rejected. Accepting records you as the person who accepted it, the time, and in the app as the method.

4. Raise an order

   An accepted quote can become an order. See Create an order.

Use Cancel to abandon a quote you no longer intend to pursue. It works from draft, sent or viewed.

Quote statuses#

When a quote is final, the page says so in place of the buttons.

Internal review

A proposal waiting for a colleague’s approval before it goes to the customer. You move it on from the deal, with Send back to draft or Approve and send.

Withdrawn

A proposal your side pulled back after sending, set with Withdraw on the deal. Different from rejected, which is the customer’s decision.

Changing a quote#

• The customer and line items can’t be edited after a quote is created. To change prices or lines, cancel the quote and create a new one. For a deal’s proposal, start a new version from the deal instead. The earlier version stays exactly as the customer saw it.
• An accepted quote can’t be revised. It records what the customer agreed to.
• Once a newer version exists, an older version can’t be sent, accepted or changed.
• Quotes can’t be deleted. Cancel them instead.

Limitations#

• Quotes don’t expire on their own when their expiry date passes, and the page has no button to mark one expired.
• The New quote dialog can’t set an expiry date, notes, terms, a contact, a linked deal or a currency other than US dollars. Those come from a deal’s proposal or the API.

Related#

• Orders
• Opportunity proposals
• Products and price books
• Commerce overview