Quotes, Quote Lines, and Contracting
Quotes are the negotiation surface and the handoff to contracting. Be fluent in Quote, QuoteLineItem, and quote line groups, in quote line editor behaviour, and in how an accepted quote becomes an order, contract, and subscription.
Core mechanics
Quote lines carry quantity, price, discount, and a calculated net total. Groups organize lines, for example by product family or term, and roll pricing up a level. Ramps spread one deal across segments with differing quantities or prices, producing segment lines rather than a single flat line. Multi-dimensional quoting handles several concurrent terms inside one deal.
Contracting
When accepted, the quote drives an Order for fulfillment and/or a Contract with ContractLineItems and a Subscription. Contract terms are either fixed-term with an explicit end date or evergreen until cancelled. Renewals and amendments typically begin as new quotes: an amendment quote captures only the deltas (add, change quantity, cancel), while a renewal extends the term. Co-termination aligns everything to one end date so future renewals stay synchronized.
Traps
- Amendment quotes are deltas, not restatements. A question about an amendment usually expects only the changed lines.
- Ramps are not separate quotes. They are segments inside one quote; do not answer "create a second quote" unless the stem says so.
- Discount order matters. Line-level discount, group-level discount, and price rule actions can all touch the same number. Use the order the stem's design specifies.
- Asset versus contract line. The asset is what was delivered; the contract line is the commercial commitment.
Rule of thumb
For any change after signature ask: does the end date move (renewal), does scope or quantity change (amendment), or neither (no new contract artifact needed)?
Worked example
A customer signs a 12-month term beginning 1 March. On 1 July they add an option. With co-termination the added option is priced for the remaining nine months and its end date is set to the original 28 February, so the next renewal covers everything at once.