Quote Workflows
Prerequisites
To use quote workflows, you need to:
Have these user licenses | Have these permissions | Complete these tasks and review these topics before continuing |
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Introduction
A quote workflow tracks the status of quotes.
A quote workflow features the following components:
Component | Description | Example |
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Status |
Possible quote status |
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Status Workflow |
Transition between quote statuses |
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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. |