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Quotes on Leads and Deals

Quotes on Leads and Deals

A quote turns a pricing calculator into a priced proposal attached to a lead or deal. When a quote is attached to a deal, the deal value is set from the quote automatically. You can also download a branded quote PDF to send to the customer, and you can require partners to attach a quote whenever they create a lead or deal in the portal.

Where to find it: Open any lead or deal and go to the Quote tab. This requires the Products module to be enabled.

Creating a quote

  1. Open a lead or deal and go to the Quote tab.

  2. Click Create Quote.

  3. Choose a calculator under Select Calculator.

  4. Fill in the calculator fields and toggle any optional add-ons. If the calculator allows it, pick a billing period.

  5. Click Create Quote to attach it.

The attached quote shows a summary at the top, with the fields still editable below so you can adjust and re-save it.

Editing and removing a quote

  • Change any field or option and click Update Quote to recalculate and save.

  • Click Delete Quote to remove the quote entirely. In the partner portal, a partner cannot delete a quote while a quote is required for that type of record (see When a quote is required); they can still edit it.

If the calculator behind a quote is later changed or removed, the quote becomes read-only and is marked View Only. When a calculator has changed, a "Calculator modified" notice lets you create a fresh quote from the latest version.

How adjustments appear on a quote

A quote's discounts, taxes, and surcharges come from the rules built into the calculator — there is no separate step to add an adjustment on the quote itself. One-off rules appear as a single charge or discount, while recurring rules appear in the quote's recurring total. A billing-period discount set on the calculator shows the same way, as a discount line in the recurring section (for example, "Yearly discount (10%)"). To change how a quote is priced, edit the calculator's rules (see Building Pricing Calculators).

Quotes and deal values

When a quote is attached to a deal, the deal value is set to the quote's annual contract value — a full year of recurring charges at the quote's billing period plus one-time charges — and locked against manual edits. Any change you make to the quote updates the deal value automatically, so the deal always reflects the current quote.

On a lead or deal, a quote and directly-added products are mutually exclusive. If products are already attached, you will see Remove products before creating a quote and the create button is disabled until you remove them — and the same applies the other way around.

Downloading a quote PDF

From an attached quote you can generate a branded PDF to send to the customer. Use Preview Quote PDF to check it, or Download Quote PDF to save it.

  • Branding: Add your company logo and, where relevant, the partner's logo. You can position a single logo and choose whether branding appears on the first page only or on every page.

  • Line items: Products are listed in alphabetical order with their quantities and prices.

  • Adjustments: Each discount, tax, or surcharge row includes a short explanation and the calculation behind it.

  • Recurring charges: Recurring items and adjustments are shown in a separate recurring total section.

  • Billing period: Amounts reflect the quote's billing period, shown as /mo, /qtr, or /yr.

Quotes from the partner portal

Partners can generate quotes themselves in two places. Which calculators a partner can use is set on each calculator's Access tab (see Building Pricing Calculators).

  • In a portal room: A Pricing Calculator block shows the partner the calculators they have access to. Depending on the calculator's Mode, they can preview pricing, submit a lead with the selected products, or submit a lead with a full quote attached.

  • While creating a lead or deal: When a calculator is Available on leads or Available on deals, the portal's add lead and add deal forms show a Quote row in the heading with an Add a Quote button. It opens the calculator in a dialog (with a Choose a pricing calculator dropdown when the partner has more than one). The partner fills in the fields, clicks Add Quote, and the form shows the calculator name and total with Edit quote and Remove quote buttons. The quote is created together with the lead or deal when they submit.

A quote attached while creating a lead behaves like any other lead quote: it locks the product picker, it is copied onto any deal created from that lead, and it appears on the lead's Quote tab in your app.

When a quote is required

Tick Required on leads or Required on deals on a calculator's Details tab to make a quote mandatory. The requirement applies to every partner who has access to at least one calculator with that setting.

What the partner sees in the portal:

  • The Quote row on the add lead or add deal form carries a Required badge, and the submit button stays disabled with the message "Complete a quote from a pricing calculator to continue." until a quote is attached.

  • Once attached, the quote can be edited but not removed from the form.

  • The Import button disappears from the Leads room while leads require a quote, because a CSV cannot carry one.

  • A quote on an existing lead or deal can be edited but not deleted while it is required. The portal shows "Quotes cannot be removed while a quote is required for leads." (or deals).

The requirement is enforced when the record is saved, not only in the form, so it also covers lead submissions from campaign pages in the portal and from the Partner API and MCP. A request without a valid quote is refused with "A quote from one of the available pricing calculators is required." A request that names a calculator the partner cannot use for that type of record is refused with "The selected pricing calculator is not available." Your own team is never affected: leads and deals you create in the app, import from CSV or sync from a CRM do not need a quote.

Deals satisfy the requirement in either of two ways: the deal is created from a lead that already has a quote (the quote is copied onto the deal), or the partner builds a new quote on the deal form from a calculator that is Available on deals.

Good to know

  • A deal's value is locked while a quote is attached — edit the quote to change it, not the deal value field.

  • A quote and directly-added products can't exist together on the same lead or deal — remove one before adding the other.

  • If a calculator changes after a quote is created, the quote becomes View Only. Create a new quote to pick up the latest pricing.

  • Quote PDF amounts follow the quote's billing period, so recurring pricing shows per month, quarter, or year.

  • Products set to Calculators only can only reach a lead or deal through a quote. See Products.

  • Requiring a quote does not switch on portal lead or deal creation by itself. Partners still need the Leads or Deals room, and deal creation must not be disabled on the Deals room.

  • A quote is priced and checked before it is saved. If the pricing cannot be calculated — for example a value or quantity that is too large, or a billing period the calculator does not offer — the save fails with an error message and any existing quote is left unchanged.

  • Creating a fresh quote over an existing one only works while the chosen calculator is Live; if it is not, the change is refused and the existing quote is kept.

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