Quotes
A quote is a saved, priced proposal you build for a customer — the products and services they want, the term, the discount, and the amounts — that you can edit over time, send for the customer's approval, and later turn into an order of record. Because a quote is a durable document rather than an in-flight wizard, it can sit with a customer for days, come back for changes, and pick up internal approvals along the way without losing its history.
Where quotes live
The admin console carries the primary surface: Commerce → Quotes in the sidebar. Administrators see every quote in the workspace.
The Sales portal has the same quote screens wired in, with two honest caveats. First, the stock Sales Default profile does not grant the Quotes resource — a sales rep can use quotes only after an administrator enables Quotes on their profile's Resource Permissions (see Profiles & Permissions). This is a setup step, not a bug: it lets each organization decide whether reps quote directly. Second, the Sales portal's navigation doesn't yet include a Quotes tab — reps reach the quote screens from links (for example, a link an admin adds to a tailored Sales page, or the portal's quotes address,
/sales/quotes).
Record access follows the usual scope rules: unless your profile grants full record access (as an administrator's does), the list shows the quotes you own. A quote belonging to another rep isn't just hidden from the list — opening it directly behaves as if it doesn't exist, so reps can't probe each other's pipelines.
The Quotes list
The list shows each quote in a single table:
Quote — the quote number (for example
Q-00042) and the name you gave it.Status — where the quote is in its life (see below).
Total — the quote's total value, in its currency.
Term — the contract term. One honest rough edge: the column currently renders the stored value as-is (for example
12_months) rather than a formatted label.
The list follows the console convention: rows don't click through. Use the actions menu (the ⋯ at the end of each row) to Open, Edit, or Delete a quote (delete asks for confirmation). To start a new quote, use the New quote button at the top of the list.
Statuses
A quote's status tells you, at a glance, where it stands:
Draft — being built; not yet sent to anyone.
Pending approval — held for internal sign-off because its discount exceeds the rep's authority ceiling (see Creating & editing a quote).
Sent — shared with the customer for their approval.
Accepted — the customer has approved it.
Declined — the customer declined it. The decline is recorded on the quote; no one is notified automatically today, so watch the list.
Processing — the quote is mid-commit into an order.
Completed — the quote has been processed; it carries a reference to the order it produced.
Failed — the commit into an order errored. This is a real, visible status: the quote keeps the upstream error message, and the commit can be retried once the underlying issue is resolved — a failure is never silently swallowed.
Expired / Cancelled — no longer live.
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