Skip to main content

Quote Lines

Quote tools help create commercial proposals with immutable pricing snapshots.

What this page covers

This page introduces the main concepts, boundaries, and workflows for quote lines.

Key ideas

  • Records are organisation-scoped where applicable.
  • Permissions control access.
  • Activity history records important changes.
  • Documents, notes, and tasks are available where supported.
  • Commercial and financial snapshots remain stable where required.