Quotes

Field Description
Name The name of the record.
Opportunity Name
Quote Number The quote number is used for quick reference.
Quote Stage The quote stage.
(i.e. Draft, Negotiation, Delivered, On hold)
Purchase Order Num The purchase order number, typically provided by the customer.
Date Valid Until The expected close date.
Payment Terms The payment terms.
(i.e. Cod, Due on receipt, Net 7 days, Net 15 days)
Original P.O. Date The original purchase order date.
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Billing
Shipping
Account
Account
Contact
Contact
Street The billing street address for the account. This is a multi-line field.
Street The shipping street address for the account. This is a multi-line field.
City The billing city.
City The shipping city.
State The billing state or province.
State The shipping state or province.
Postal Code The billing zip code or postal code.
Postal Code The shipping zip code or postal code.
Country The billing country.
Country The shipping country.