Deals & Quotes
Quotes
Create, edit, and manage quotes from the Quotes module.
Last updated 2026-04-12 · Open in app
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Quotes list: columns and New quote entry point.
Quotes lists quote records. Create new quotes from New quote or open an existing quote to view or edit.
Deal Builder
Complex pricing and PDF generation often flow through Deal Builder (when your org uses it)—line items, margins, and approvals are configured there before a quote is shared with the customer.
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Deal Builder or quote detail: line items and margin summary (org-specific layout).
Edit flow
Quote detail pages link to an edit experience when you have permission to change draft or in-progress quotes. Submitted quotes may be locked by workflow rules.
For the end-to-end customer send path, see Create and send a quote.