Review a Quote

Open a quote to see its complete receipt — the record of what the Book offered, why, and where the customer stands. The receipt is the detail behind every row in the Quotes work list.

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Before you start

• A workspace with an active Test or Live environment
• A published Book that has received at least one request
• Access to the Quotes capability for this workspace

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What the quote receipt shows

The receipt has six sections:

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Header summary

A row showing the outcome chip, the quote ID, the customer name (if known), the service key, and the source surface the request arrived on. The source tells you whether the request came from HQ, a hosted path, an embed, the API, or an integration.

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Offered amount

The price or range the Book produced, shown in the workspace currency. Below the amount, the customer decision state tells you where the customer stands: pending, in review, sent, committed, declined, or expired. If a book pin is missing, a Not replayable chip appears with an explanation. This means the offer cannot be exactly reproduced against its original book version.

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Book version

The exact pins that produced this offer:

• Book ID — The book the quote was evaluated against.
• Version — The immutable published version number.
• Artifact hash — The compiled artifact hash for exact replay.
• Replayable — Whether all pins needed for exact replay are present.

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Derivation

A table of every line item the Book evaluated. For each line item:

• Rule — The label and source key of the pricing rule.
• Kind — The item kind (for example, base, modifier, or add-on).
• State — Whether the item was selected and its selection state.
• Amount — The line item’s low and high amounts.

This table shows exactly how the Book arrived at the offered amount — rule by rule, line by line.

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Review and override record

The approval trail for this quote:

• Review required — Whether the quote was held for owner review.
• Hold reasons — Why the quote was held (for example, a review rule fired or the autonomy rung requires approval).
• Approved by — Who approved the quote, if it was approved.
• Adjusted from — The original range before an owner correction, if the quote was adjusted.
• Adjustment reason — Why the owner corrected the range.
• Note — Any note the owner left when deciding.

This record is the correction trail. It shows what the Book produced, what the owner changed, and why.

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Commercial policy

The policy frozen with the price when the quote was produced:

• Deposit — The deposit amount required, or none.
• Valid until — When the offer expires.
• Requires approval — Whether the policy required owner approval.

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Commitment

If a commitment exists for this quote, its status, source, hold expiry, external reference, and deposit state appear here. If no commitment exists and the quote is in the quoted state, the page reads: “No commitment yet. The customer hasn’t accepted this offer.”

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Timing

• Created — When the request was received.
• Quoted — When the offer was sent or made ready.
• Response time — How long evaluation took, in seconds.
• Updated — The last state change.

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How to open a quote

1. Open Quotes from the workspace navigation.
2. Find the quote in the table — use the bucket filters to narrow the list.
3. Click the customer name to open the quote receipt.

The receipt opens in the same environment (Test or Live) as the work list you came from.

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What to look for

When reviewing a quote, check:

• The outcome chip — Is this a priced offer, a held request, or something else?
• The derivation — Do the line items and amounts make sense?
• The book version — Is this offer pinned to the version you expect?
• The review record — If the quote was adjusted, does the correction reason explain why?
• The commitment — Has the customer accepted? Is there a hold or deposit?
• The timing — How long did evaluation take? Is the offer still valid?

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Role requirements

Members can view quotes but may not be able to approve, adjust, or create commitments. If you see a permission message on an action, ask a workspace administrator to complete that step or grant you the necessary role.

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If it does not work

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