Quotes
A quote is a sales document created when Maddox gives a customer pricing associated with a particular transformer specification. Quotes are a core part of the Maddox App.
The quote model
Quotes are a crucial step in the sales process. Once a deal has been created from a lead, a quote can be created from the deal. The quote is then sent to the customer for review. Once the customer accepts the quote, the deal can be marked as won.
Properties
- Name
id- Type
- string
- Description
Unique identifier for the quote.
- Name
schema_version- Type
- string
- Description
The schema version of the quote.
- Name
opportunity- Type
- object
- Description
The opportunity (e.g. Pipedrive deal) associated with the quote.
- Name
opportunity_owner- Type
- object
- Description
The opportunity owner (e.g. Pipedrive user) associated with the quote.
- Name
status- Type
- string
- Description
The status of the quote. Can be one of: DRAFT, QUOTED, ACCEPTED, DECLINED, or VOIDED.
- Name
notes- Type
- string
- Description
Notes associated with the quote that are visible to the customer.
- Name
internal_notes- Type
- string
- Description
Notes associated with the quote that are only visible to users of the Maddox App.
- Name
quoted_on- Type
- timestamp
- Description
Timestamp of when the quote was authorized.
- Name
quoted_by- Type
- object
- Description
The user who authorized the quote.
- Name
sales_person- Type
- object
- Description
The sales person associated with the quote.
- Name
accepted_on- Type
- timestamp
- Description
Timestamp of when the quote was marked as accepted.
- Name
marked_accepted_by- Type
- object
- Description
The user who marked the quote as accepted.
- Name
voided_on- Type
- timestamp
- Description
Timestamp of when the quote was voided.
- Name
voided_by- Type
- object
- Description
The user who voided the quote.
- Name
declined_on- Type
- timestamp
- Description
Timestamp of when the quote was marked as declined.
- Name
marked_declined_by- Type
- object
- Description
The user who marked the quote as declined.
- Name
customer- Type
- object
- Description
The customer associated with the quote. Includes the person, company, and customer's PO number.
- Name
tax- Type
- object
- Description
Tax information about the quote. Includes the tax rate, address used to calculate tax, and tax exempt status of the customer.