Customer context
Select the company, contact, and location that belong on the deal. Company type, customer class, and location can affect which pricing or service choices are eligible later.
Contract Type
Purchase, lease, rental, and renewal quotes collect different terms. Choose the real commercial structure before adding products so the builder can show the correct pricing, lease, service, and proposal fields.
Price agreement
Use the customer's eligible price agreement or Standard Pricing. If no valid agreement can resolve, stop and ask an admin to correct catalog or agreement setup rather than substituting a guessed price.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.