Quote generation with product bundles and templates

BusinessTaxonomy Seed · 2026-01-06 · sales/quoting-pricing/quoting/quote-generation
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As a Account Executive, I want to generate quotes using product bundles and document templates, so that quotes are accurate and aligned with commercial policy.

As a Account Executive
I want generate quotes using product bundles and document templates
So that quotes are accurate and aligned with commercial policy

Capability tags

Required features

Acceptance criteria

  • Product bundles support dependencies and validation rules.
  • Quotes generate documents (PDF) using approved templates.
  • Quote versions are tracked and can be compared.

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