Quote Management reference Release version: Australia Updated May 7, 2026 1 minute to readReference topics provide additional information about the Quote Management application. Configuring Quote ManagementLearn how to set up Quote Management so that your sales agents can create and manage customer quotes.Components Installed with Quote ManagementSeveral types of components are installed with activation of the Quote Management plugin, including user roles.Quote details formsUse Quote details forms to capture, view, and manage all key information about a quote.Configure DocuSign for PDF documentsQuote operations specialists can configure PDF documents to work with Docusign to enable customers to sign PDF documents electronically.Integrate with Contract Management ProWith the integration of Quote Management and Contract Management Pro, sales agents can initiate contract requests while finalizing a deal and formalizing agreements between you and your customers.
Quote Management reference Release version: Australia Updated May 7, 2026 1 minute to readReference topics provide additional information about the Quote Management application. Configuring Quote ManagementLearn how to set up Quote Management so that your sales agents can create and manage customer quotes.Components Installed with Quote ManagementSeveral types of components are installed with activation of the Quote Management plugin, including user roles.Quote details formsUse Quote details forms to capture, view, and manage all key information about a quote.Configure DocuSign for PDF documentsQuote operations specialists can configure PDF documents to work with Docusign to enable customers to sign PDF documents electronically.Integrate with Contract Management ProWith the integration of Quote Management and Contract Management Pro, sales agents can initiate contract requests while finalizing a deal and formalizing agreements between you and your customers.