QuoteAction
Actions that can be performed on a quote based on status and permissions
This page contains
Fields
| EDIT | Edit quote details |
| FINALIZE | Finalize the quote into a purchase |
| SUBMIT_FOR_REVIEW | Submit quote for review |
| ADD_PRODUCT | Add new products to the quote |
| SET_CUSTOM_PRICE | Set custom pricing for items |
| SET_CUSTOM_CONTRACT | Configure custom contract terms |
| SET_PROVISIONING_DATE | Set custom provisioning dates |
| SET_BILLING_DATE | Set custom billing dates |
| CHANGE_QUOTE_OWNER | Change the quote owner |
| VIEW_PAYMENT_METHOD | View payment method information |
| EDIT_PAYMENT_METHOD | Edit payment method settings |
| CLONE | Clone the quote |
| DELETE_ITEM | Delete items from the quote |
| APPLY_DISCOUNT | Apply discounts to items |
| SET_PURCHASE_CUSTOM_ATTRIBUTES | Set purchase custom attributes |
| ADD_SUBSCRIPTION | Add subscription to existing customer |
| ADD_ADDON_TO_SUBSCRIPTION | Add addon to existing subscription |
| CREATE_QUOTE_VERSION | Create quote version from quote |
| SET_CUSTOM_WHOLESALE_PRICE | Set custom wholesale pricing |
| SET_CUSTOM_VENDOR_COST | Set custom vendor costs |
| DELETE | Delete quote |