Currency of the quote. Your default currency is displayed. It can be changed there are no line items. The currency set here is displayed on the Opportunity Summary page.

You can create multiple quotes with no line items, and set a different currency each time you create a quote. However, as you set the currency for the new quote, the currency on all the other empty quotes are changed to the same currency.

Select the pricing list for the quote.This is a mandatory field, and the Default Pricing List is set by default.

A quote can have a status of Active, Inactive, or Converted. You can select from Active or Inactive. The status of Converted is automatically set once the quote is converted into an order.

Setting the status to Inactive deducts the gross amount of the quote from the Total Quote Value on the opportunity (if the Include In Quotes Total check box was selected).

Toggle the inclusion of the quote in the Total Quote Value field on the opportunity. You can include one or more quotes in the Total Quote Value on the opportunity.

The Total Quote Value is not used for forecasting purposes.

Generated automatically when the quote is saved. The format of the reference is set by the System Administrator.

Read-only field set by the system when the quote is created.

Defaults to seven days from the date the quote is created. You can manually change this date. The System Administrator can change the default length of validity.

Short description of the quote.

Percentage or Amount.

Percentage discount on the whole quote. Discounts are rounded to the system setting for decimal places. If the Discount Type is set to Amount, this field is read-only and is calculated according to the amount entered in the Discount Amount field.