> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sale and quote

> Welcome to the Sale and Quote area where you can find relevant links to all things related to sales, sales guide, sales intelligence (SAINT), quotes, and products.

<div id="subcategory">
  <h1>Sale and quote</h1>

  <p className="description">Welcome to the Sale and Quote area where you can find relevant links to all things related to sales, sales guide, sales intelligence (SAINT), quotes, and products.</p>

  <Columns cols={3}>
    <Card title="Introduction">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="compass" />

          <span>Concept</span>
        </div>

        <ul>
          <li><a href="/en/sale/learn/index">Introduction to sales</a></li>
          <li><a href="/en/sale/learn/stakeholders/index">Stakeholders</a></li>
          <li><a href="/en/sale/learn/sales-targets/index">Pipeline management</a></li>
          <li><a href="/en/sale/learn/forecasting">Forecast and selections</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="list" />

          <span>How-to guide</span>
        </div>

        <ul>
          <li><a href="/en/sale/learn/create">How to register a lead</a></li>
          <li><a href="/en/sale/learn/sales-targets/create">Set up sales targets</a></li>
          <li><a href="/en/sale/admin/sale-type">Add sale type (list)</a></li>
          <li><a href="/en/sale/admin/sale-stage">Add sale stage (list)</a></li>
          <li><a href="/en/sale/admin/add-currency">Add currency (list)</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="book" />

          <span>Reference</span>
        </div>

        <ul>
          <li><a href="/en/document/templates/variables/for-sales">Template variables</a></li>
        </ul>
      </div>
    </Card>

    <Card title="Sales guide (workflow)">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="compass" />

          <span>Concept</span>
        </div>

        <ul>
          <li><a href="/en/sale/learn/sales-guides">The sales guide</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="list" />

          <span>How-to guide</span>
        </div>

        <ul>
          <li><a href="/en/sale/admin/create-sales-guide">Create</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="video" />

          <span>Video</span>
        </div>

        <ul>
          <li><a href="https://www.youtube.com/watch?v=rOjUHDgYPGk">Sales guide product demo</a></li>
          <li><a href="https://www.youtube.com/watch?v=KB3WWZjXlYc">How to visualize sales process</a></li>
        </ul>
      </div>
    </Card>

    <Card title="Quote">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="compass" />

          <span>Concept</span>
        </div>

        <ul>
          <li><a href="/en/sale/learn/quote/index">Overview</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="list" />

          <span>How-to guide</span>
        </div>

        <ul>
          <li><a href="/en/sale/learn/quote/create">Create quote and add products</a></li>
          <li><a href="/en/sale/learn/quote/add-alternative">Add alternative</a></li>
          <li><a href="/en/sale/learn/quote/place-order">Place an order</a></li>
          <li><a href="/en/sale/admin/quote/set-up-quote-connector">Add ERP connection (Quote Connector)</a></li>
          <li><a href="/en/sale/admin/quote/price-list-and-products">Add price list</a></li>
          <li><a href="/en/sale/admin/quote/price-list-and-products#add-product">Add product to price list</a></li>
          <li><a href="/en/sale/admin/quote/configure-product-fields">Configure product fields</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="video" />

          <span>Video</span>
        </div>

        <ul>
          <li><a href="https://www.youtube.com/watch?v=lzJ6AsAhyE4">Track sales quotes</a></li>
        </ul>
      </div>
    </Card>

    <Card title="SAINT">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="compass" />

          <span>Concept</span>
        </div>

        <ul>
          <li><a href="/en/saint/learn/index">What is SAINT and what can it do</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="list" />

          <span>How-to guide</span>
        </div>

        <ul>
          <li><a href="/en/saint/admin/index">About SAINT administration</a></li>
          <li><a href="/en/saint/admin/set-up">Set up activity monitors</a></li>
          <li><a href="/en/saint/admin/sale-amount-class">Add sale amount class (list)</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="book" />

          <span>Reference</span>
        </div>

        <ul>
          <li><a href="/en/saint/learn/index#dialog">The View statuses dialog</a></li>
        </ul>
      </div>
    </Card>

    <Card title="UI customization">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="compass" />

          <span>Concept</span>
        </div>

        <ul>
          <li><a href="/en/customization/screen-designer/admin/index">Screen Designer</a></li>
          <li><a href="/en/customization/web-panels/admin/index">Web panels</a></li>
          <li><a href="/en/customization/soprotocol/index">SoProtocol</a></li>
          <li><a href="/en/ui/blogic/custom-screens/index">Custom screens (bLogic)</a></li>
          <li><a href="/en/customization/admin/add-items-to-task-menu">Task menu items</a></li>
          <li><a href="/en/custom-objects/index">Custom fields</a></li>
        </ul>
      </div>
    </Card>

    <Card title="Automation">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="compass" />

          <span>Concept</span>
        </div>

        <ul>
          <li><a href="/en/automation/index">Overview</a></li>
          <li><a href="/en/automation/trigger/index">Triggers</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="book" />

          <span>Reference</span>
        </div>

        <ul>
          <li><a href="/en/automation/webhook/reference/sale-events">Webhooks - sale events</a></li>
          <li><a href="/en/automation/webhook/reference/sale-stakeholder-events">Webhooks - sale stakeholder events</a></li>
          <li><a href="/en/automation/webhook/reference/quote-events">Webhooks - quote events</a></li>
          <li><a href="/integrations/zapier/index">Zapier</a></li>
        </ul>
      </div>
    </Card>

    <Card title="CRMScript">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="compass" />

          <span>Concept</span>
        </div>

        <ul>
          <li><a href="/en/automation/crmscript/howto/sale/index">Overview</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="list" />

          <span>How-to guide</span>
        </div>

        <ul>
          <li><a href="/en/automation/crmscript/howto/sale/create">Create sale</a></li>
          <li><a href="/en/automation/crmscript/howto/sale/get">Get</a></li>
          <li><a href="/en/automation/crmscript/howto/sale/update">Update</a></li>
          <li><a href="/en/automation/crmscript/howto/sale/stakeholders">Stakeholders</a></li>
          <li><a href="/en/automation/crmscript/howto/sale/guides">Guides</a></li>
          <li><a href="/en/automation/crmscript/howto/sale/currency">Currency</a></li>
          <li><a href="/en/automation/crmscript/howto/sale/lost-or-sold">Lost or sold</a></li>
          <li><a href="/en/automation/crmscript/howto/sale/samples">Samples</a></li>
          <li><a href="/en/automation/crmscript/howto/quote/create">Create quote</a></li>
        </ul>
      </div>
    </Card>

    <Card title="API">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="book" />

          <span>Reference</span>
        </div>

        <ul>
          <li><a href="/en/api/reference/restful/rest/Sale/index">REST</a></li>
          <li><a href="/en/api/reference/soap/Services88/Sale/index">SOAP (services88)</a></li>
        </ul>
      </div>

      ***

      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="list" />

          <span>How-to guide</span>
        </div>

        <ul>
          <li><a href="/en/api/web-services/howto/sale/index">Link sale to follow-up (web services)</a></li>
        </ul>
      </div>
    </Card>

    <Card title="Database tables">
      <div className="linklist">
        <div className="linklist-header">
          <Icon icon="book" />

          <span>Reference</span>
        </div>

        <ul>
          <li><a href="/en/database/tables/sale">Sale</a></li>
          <li><a href="/en/database/tables/saletype">Saletype</a></li>
          <li><a href="/en/database/tables/salestakeholder">Salestakeholder</a></li>
          <li><a href="/en/database/tables/reason">Reason</a></li>
          <li><a href="/en/database/tables/currency">Currency</a></li>
          <li><a href="/en/database/tables/quote">Quote</a></li>
          <li><a href="/en/database/tables/quotealternative">Quote</a></li>
          <li><a href="/en/database/tables/quoteline">Quote</a></li>
          <li><a href="/en/database/tables/udsalesmall">UdsaleSmall</a></li>
          <li><a href="/en/database/tables/udsalelarge">UdsaleLarge</a></li>
        </ul>
      </div>
    </Card>
  </Columns>
</div>


## Related topics

- [Get Quote From Sale Id](/en/api/reference/restful/agent/quote_agent/get-quote-from-sale-id.md)
- [Create And Save Quote From Sale](/en/api/reference/restful/agent/quote_agent/create-and-save-quote-from-sale.md)
- [Saving the quote](/en/api/plugins/quote-connectors/save-quote.md)
- [Quote (merge fields)](/en/document/templates/merge-fields/quote.md)
- [Get Quote Entity From Sale Id](/en/api/reference/restful/agent/quote_agent/get-quote-entity-from-sale-id.md)
- [Sales](/en/sale/dev/index.md)
- [Sale Has Quote](/en/api/reference/restful/agent/sale_agent/sale-has-quote.md)