In sales, a quote allows a prospective buyer to see the costs of selected products and/or services. It can contain multiple alternatives for the customer to choose between.
For you as a CRMScript developer, working with quotes means that:
- you won't have to worry about miscalculating
- the sales details can be automatically updated
This feature requires a Sales Premium license. For details, see the list of user plans.
You might be working with a tenant that is integrated with an ERP system. In that case, the ERP connection determines where the product information and prices are obtained from.
Find available quote connections
SearchEngine se; se.addFields("QuoteConnection", "quoteconnection_id,DisplayName,Rank"); print(se.executeTextTable());
Quote vs. other entities
When working with quotes, data will often intersect with the following entities:
- follow-ups (appointment table)
- company (contact table)
- contact (person table)
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