Quote FAQs

Question	Answer
Difference between Accept vs Process	Accept confirms that a quote has been approved by your customers (for example, via e-signature). What happens next depends on your quote processing setting: If Automatic Processing is enabled → Accept immediately finalizes the quote and generates related contract, invoices, or credits. If Automatic Processing is disabled → Accept only changes quote status to Accepted. One must manually click Process to finalize next steps/billing.
When Process is available	Process action is used only when Automatic Processing is disabled. In this mode: Accept moves a quote to Accepted. Process must be triggered manually to generate contracts/ invoices If Automatic Processing is enabled, billing happens automatically during Accept and no separate Process step is required.
What happens if two users act at same time?	If two users attempt to Accept or Process the same quote simultaneously, checks are in place to verify current quote state before running billing logic. Only one processing event will complete successfully. Subsequent actions will be ignored. Note: To avoid confusion, only one user should finalize a quote at a time.
Best practices to prevent concurrent processing	Assign one owner to finalize quote acceptance. Avoid having multiple admins Accept or Process the same quote simultaneously. If using APIs, check quote status before retrying any processing call. In normal scenarios, repeated attempts do not create duplicate contracts or credits. But exceptions do occur if multiple APIs are triggered
What if I need to delete a quote or contract?

Accept vs. Process a Quote

What is the difference between "Accept" vs. "Process"?

Accept confirms that a quote has been approved by your customers (for example, via e-signature).

What happens next depends on your quote processing setting:

If Automatic Processing is enabled → Accept immediately finalizes the quote and generates related contract, invoices, or credits.
If Automatic Processing is disabled → Accept only changes quote status to Accepted. One must manually click Process to finalize next steps/billing.

When is "Process" available?

Process action is used only when Automatic Processing is disabled. In this mode:

Accept moves a quote to Accepted.
Process must be triggered manually to generate contracts/ invoices

If Automatic Processing is enabled, billing happens automatically during Accept and no separate Process step is required.

What if two users try to Accept or Process the same Quote at the same time?

If two users attempt to Accept or Process the same quote simultaneously, checks are in place to verify current quote state before running billing logic.

Only one processing event will complete successfully. Subsequent actions will be ignored.

Best practices to avoid concurrent processing

Assign one owner to finalize quote acceptance.
Avoid having multiple admins Accept or Process the same quote simultaneously.
If using APIs, check quote status before retrying any processing call.

Delete a Quote or Contract

What if I need to delete a Quote or Contract?

Common scenarios that require deletion include:Duplicate quotes or contracts created by system errors

Quotes processed with incorrect dates due to "set by signature" settings
Auto-renewal issues creating unwanted duplicate renewals
Data migration issues requiring cleanup
Quotes signed externally that need to be recreated with proper settings

How to request deletions

To request deletions:

Contact support with the specific items you need deleted, including the account IDs, quote IDs, or contract IDs that need to be removed
Clearly specify what should be deleted - quotes only, contracts only, or everything associated with an account

What gets deleted

When requesting deletions, be aware that:

Deleting a contract will delete everything associated with it (allquotes, amendments, etc.), except accounts and contacts
- If you only need specific quotes deleted but want to keep others in the same contract, specify this clearly in your request
Account-level deletions will remove all quotes, contracts, and opportunities for that account