Quoting

Once a deal is configured and priced, Quoting turns it into a branded PDF document — a quote, but also an Order Form, Contract, SOW, Amendment, or Renewal. There are two sides to it:

  • Admins design reusable templates (a drag-and-drop canvas of sections), choose which template applies to which deal (routing), and provide translations for other locales.
  • Reps generate the document from Product Display on the record — Pinion resolves the right template and renders the PDF.

What admins configure

In the Pinion admin app (/lwr/application/ai/c-pinionAdmin):

  • Quote Templates — the canvas template builder. Each template has a Document Type (Quote / Order Form / Contract / SOW / Amendment / Renewal), a layout of sections (line items, totals, terms, signature, rich text, …), header/footer/terms HTML, a logo, an optional watermark, and draft/published versions. One template can be the org default.
  • Template Routing — rules that pre-select a template by Account and/or Pricebook, so the right document comes up automatically. Most-specific match wins; the org default is the fallback.
  • Translations — per-locale overrides of a template’s header, footer, terms, and layout, so a deal in another language renders translated.

What reps do

  • Generating a Quote — from Product Display on the opportunity/quote, the rep clicks Generate Quote (optionally choosing a watermark). Pinion resolves the template (via routing), renders the PDF, and attaches it to the record as a Generated Quote.

How the pieces fit

Template (canvas builder)  →  Routing (which template, by Account/Pricebook)
        ↓                              ↓
   Translations (per locale)  →  Generate (rep) → rendered PDF (Generated Quote)