What is the process of generating a quote from a deal record?

The following flowchart describes the complete process of creating a deal with Site Survey and Labour information and generating a Quote:




When you install the Construction Add-on, the following fields from a deal record are automatically captured into a quote:
 

• The value of the field Total area from a Site Survey record is captured in the field Quantity for any line item added in the section Area.
• The value of the field Total duration from the linked Labour record is captured in the field Quantity for any line item added in the section Labour.