The Quotes table is used to create purchase quotes for prospects or existing customers. It can be used independently, or within the Opportunities table. If you use Quotes as your primary way of indicating potential sales value, Agiloft offers preconfigured reports for the Quotes table that will forecast your sales over the next period and will report on past success rates. If you do not use Quotes, you can run these kinds of reports from the Opportunities table instead, using fields such as estimated Sale Value, Probability of Sale, and Expected Close Date to track the value of potential sales. Quotes include a related table of links from Products Quoted, listed under the Quoted Items header of the Quote tab.
Use Case
Read the following sections to learn about use cases for creating and processing Quote records.
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The Quotes table has the following default workflow:
Automation
A: Attach Quote as PDF
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The Quotes table contains eight default Charts/Reports:
