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