What fields does a quote have?

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When you add a quote or view a quote’s details, the fields displayed include:

  • Quote: The name (or reference) and the date are fields that will be created automatically and cannot be edited.
  • Owner: Owner of this quote, which is the only required field.
  • Opportunity: You must indicate which opportunity the quote is associated with.
  • Account and contact: The account with which the quote is associated and the reference contact.
  • General Information: If an external reference or payment conditions apply.
  • Discount: Possible discounts applicable to the quote.
  • Products: It refers to the products quoted to the customer concerned, indicating the quantity, price, discount, final price and, in the event of several products and prices, there is a subtotal and total for all the products.

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