Quote Proposal Sent

Purpose

Allows you to run a script to run a custom action when a quote's proposal is marked 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	SalesItemsTree	Represents the quote. It contains the functions that you can use to query and modify the quote and its line item data.

Expected output

Not applicable.

Script execution

A script that you upload for this extension point is run automatically when a user selects Mark Proposal Sent in a quote. If the salesItemsTree variable has been used to modify the quote data in the script, the changes are applied to the quote.

If no script has been uploaded for this extension point, the standard action is to add a note to the quote that the proposal for the quote has been sent. If the script has been uploaded for it, however, this can be overwritten to run another action, such as sending information to an external system.