Quote Proposal Sent

This Extension Point allows a script to be executed when a Quote’s proposal is marked as sent so that a custom action will be performed instead of the standard behavior.

Initial Setup

Upload the script file to the Groovy Script with the name “Quote Proposal Sent”. Please refer to Groovy Service Introduction - Uploading a New Groovy Script for more details of how to do this.

Additional Binding Variables

The following binding variable(s) are made available for this extension point, in addition to the common binding variables listed in Section 2.5.1 Common Binding Variables.

Expected Output

N.A.

Script Execution

The script that has been uploaded for this extension point (if any) will be executed automatically when the user clicked on the “Mark Proposal Sent” button in a Quote. If the salesItemsTree variable has been used to modify the Quote data in the script, the changes will be applied to the quote.

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

Note that when a script has been uploaded for this Extension Point, clicking on this button will execute the script and nothing else. Hence, this button can re-purposed by renaming it and having it do some custom actions defined in the script if there is no need for marking the proposal as sent.