Quote Validation Rules

Quote Validations enable Sales Leadership, RevOps, Finance, and Legal teams to control the Sales Representative experience while creating a Quote. Rules evaluate conditions on the quote and, when those conditions are met, surface a message with one of three outcomes:

• An error that blocks submission,
• A warning that encourages reconsideration, or
• An informational message.

How Validation Rules Work

Quote Validations have three key components:

1. Condition(s)
   1. A set of AND / OR conditions evaluated as TRUE or FALSE when a quote is viewed or submitted.
      1. When the condition evaluates to TRUE, the rule's outcome and message are triggered.
2. Outcome
   1. What happens when the condition is TRUE. There are 3 potential outcomes:
      1. Error: Blocks the sales rep from submitting the quote. The rep must resolve the issue before the quote can proceed.
      2. Warning: Encourages reconsideration before submission but does not block it. The rep can still submit.
      3. Info: Displays an informational message before submission. Typically used to suggest complementary products, e.g. "Product X is typically sold with Product Y. Consider adding it to the quote."
3. Message
   1. The text displayed to the rep when the rule is triggered.
   2. Write messages that are clear and actionable to ensure the rep understands what the issue is and how to resolve it.

Error Location

By default, validation rule messages appear in the Quote Alerts side panel.

However, admins can choose, when configuring a rule, to surface the error inline on specific fields where the rep needs to act.

Quote Header (Default)

This is the default behavior.

• When a validation rule is triggered, the message appears in the Quote Alerts side drawer on the quote header. The rep needs to read the message and determine which field or condition needs to be resolved.
• All existing rules default to Quote Header. New rules also default to Quote Header unless changed.

Specific Field(s)

When Specific Field(s) is selected, the rule is linked to one or more fields on the quote. When triggered:

• The error message appears in the Quote Alerts side drawer as usual.
• A "jump to [field label]" link is shown below the message in the side drawer for each selected field. Clicking it scrolls the quote page directly to that field.
• The error message also appears inline on the quote page, directly beneath each selected field — so the rep sees the issue immediately without needing to open the side panel.

When Specific Field(s) is chosen, a multi-select field picker appears. The picker has two sections:

1. Suggested Fields: Fields already referenced in the rule's conditions are listed here first, since they are the most likely fields to surface the error on.
2. Other Quote Fields: All remaining standard and custom quote fields, available if the error should appear on a field not used in the conditions.

Use Case

• A validation rule checks that a PO Number is present for deals over $50,000.
• Setting Error Location to "Specific Field(s)" and selecting the PO Number field means the error appears inline below the PO Number input, so that the rep sees exactly which field to fill in without having to interpret the rule.

Creating a Validation Rule

1. Go to Settings > Rules Engine > Validation Rules.
2. Click New Rule.
3. Conditions: define the AND / OR logic that determines when the rule fires.
4. Outcome: choose Error, Warning, or Info.
5. Message: write the message that will appear to the rep.
6. Error Location: choose Quote Header (default) or Specific Field(s).
   1. If Specific Field(s), select one or more fields from the picker.
7. Set the rule to Active and save.