Quote Workflows
Prerequisites
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To use quote workflows, you need the following licenses:
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To use quote workflows, you must:
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To use quote workflows, you need:
Basics
A quote workflow tracks the status of quotes.

A quote workflow features the following components:
Component | Description | Example |
---|---|---|
Status |
Possible quote status |
|
Status Workflow |
Transition between quote statuses |
Pending → Bid Won |
Validation Rules
Validation rules run when you change the status of a quote:
Read-Only Statuses
Refer to the Restrictions for Read-Only Quotes section for a list of restrictions when quotes become read-only. |