Quote
The hub every engine reads
Configuration, the line editor, approvals, documents
The quote is the sales transaction: the record that the configurator, the pricing engine and the document engine all read from and write back to. Getting its date and period fields right is what decides whether anything downstream can bill.
The objects
Select any object to open its detail — purpose, the fields that matter, what it relates to, and what to watch for.
The architecture
Scroll the diagram sideways
The stage worth staring at is the billing schedule. It is produced by the engine from the order — never created by hand — and if the org prerequisites are not in place it is simply never produced, with no error anywhere. Everything downstream then looks broken for reasons that have nothing to do with billing.
Use cases
Subscription business
Term subscriptions, amendments, renewals — and the billing schedule that has to hold it all together.
DocumentsGenerating the quote document
A branded PDF from a quote, without building a data-extraction layer to feed it.