Quoting Tips

Logic dedicated for Quote Type

When you create a workflow logic that you only intend to use with a Quote Type, give it a unique name. This unique name will distinguish this logic from the default workflow logic for Quotes, whose name will be 'Quote'.

However, this workflow logic with a unique name will only work with the corresponding Quote Type. Therefore, in most cases, you will have to define a workflow logic that will be used when you create a quote that is not based on any Quote Type – this logic must have the value 'Quote' in the Name column.

Quote Types

Creating custom quote revision name

The revId and uniqueName variables must always be present to ensure uniqueness. Also be aware that the result must comply with specific conditions as it represents the uniqueName field (allowed characters, length limit, etc.).

How to Make Quote Revision