Our sales team is confused by why they need to check this box in order to print the quote, it seems an extra unnecessary step.
Has anyone found a way to disable this checkbox or found better ways to work around it?
It is definitely a PITA. My team has grown used to it… but there is a checkbox on Company Config > Sales > Quote to determine if that checkbox prevents making changes to the quote.
I have that checked.
I think, either way, the “Quoted” checkbox on the quote will need checked before you can print (probably some internal workflow/interlocks going on).
BUT… you could uncheck the checkbox on Company Config (so they can then make changes even if the Quoted checkbox is checked). And then create a BPM to set that checkbox to true as soon as a new quote is created. So… in that case, it is just always checked.
I don’t know the full ramifications. The “Quoted” checkbox does set a date stamp. So if your organization cares about the date the quote was “Quoted” > Printed > Sent to Customer… that date matters. It also may play into when a quote “expires”… another setting in Company Config.
Could probably be done… I just haven’t gone down that particular path (yet).
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This is what signifies that the quote is “done” and ready to be delivered, as in printed/emailed etc.
How else would you know when the Quote is ready to send out? If you’re using CRM, it does some other things as well.
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Thanks guys, I too see it as a plus. Like OK the customer has seen the quote in the current state. If they need to uncheck in order to adjust the Quote and make changes it acts as that lock to let everyone know it is in front of the customer.
Our problem is that in my infinite wisdom I added some check off UD columns where teams in the process review the quote for completeness before it is converted to an Order. This means for that team to sign off on the UD column they need to also uncheck that checkbox.
I may need to rethink this process some day.
Thanks again for the quick responses. On to the other things really holding us back…
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Hey Tory, for your specific case, you may want to give this a look…
When you click the “Quoted” checkbox, the majority of the header columns get disabled. This is controlled by a Data Rule which (luckily) is “Partially Editable” in App Studio.
Data Rule Action: All QuoteHed fields get disabled “Except these Columns”
You can add your UD Columns to the exceptions list. This might get your “approvers” access to update those UD Columns without having to un-quote the quote.
The only drawback I see thus far (quick testing as I also have UD Columns set up on QuoteHed) is that by adding columns to that exceptions list, even when the quote is “Won”, those fields stay active. So… just keep that in mind.
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Exactly if you have the tasks and workflows setup you can pass quote around based onon who needs to do what and finally mark it as won or lost… You can also use them to retrict how the quote progresses.
A veeeeery long time ago the company I worked for had a customisation on quotes that added an approval process so the quote could not be marked quoted unless it had been approved by individuala based on the total of the quote, a bit like PO, s and Buyers.
The whole approval logic was a .p file of all things.
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