Quote Proposal Sent
- 14 Feb 2025
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Quote Proposal Sent
- Updated on 14 Feb 2025
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- DarkLight
Article summary
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Purpose
Allows you to run a script to perform a custom action when users mark a quote or agreement proposal as sent.
Setup
Upload the script for Quote Proposal Sent.
For details about uploading and configuring Groovy scripts, read Upload a Groovy script.
Binding variables
In addition to the common binding variables, the following binding variables are available for this extension point.
Variable name | Class | Description |
|---|---|---|
salesItemsTree | Represents the quote or the Quote object associated with the agreement under negotiation. It contains the functions that you can use to query and modify the quote or agreement and its line item data. |
Expected output
Not applicable.
Script execution
The script that you upload for this extension point runs automatically when a user marks a quote or agreement proposal as sent. If you use the salesItemsTree variable to modify the quote or agreement data in the script, the system applies changes to the quote or agreement.
If no script is uploaded for this extension point, the standard action is to add a note to the quote or agreement that the proposal has been sent. If you upload a script for it, you can overwrite the standard action with another action, such as sending information to an external system.
Note
When you upload a script for this extension point, selecting Mark Proposal Sent runs the script and nothing else. You can repurpose the button by renaming it and defining custom actions in the script.
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