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  1. App Studio
  2. App Development Interface
  3. App Studio Components
  4. Action Buttons

Quote

PreviousSubmitNextInvoice

Last updated 1 year ago

The Quote button enables users to generate and create quotations or estimates for products or services.

Quote Button Properties

Button label - Adds label or text to the button.

Rules List

This option helps to define the set of rules for the action button.

Action Button Rule

Quote button is a significant user interface element that enables users to generate and create quotes or price estimates for products or services within the platform.

Options to setup rules:

  1. Rule Name: This option is used to define the name of the rule.

  2. If Any/If All: This option determines whether any or all of the applied conditions need to be met for the rule to be triggered.

    • If Any: The rule is triggered if any of the applied conditions are met.

    • If All: The rule is triggered only if all of the applied conditions are met.

  3. Add Condition: This option allows users to add conditions based on which the desired action will be executed.

    Example: If an action needs to be executed only if the user's phone number exists, the field name would be set as "Phone" and the condition as "Exists". This ensures that the action is executed only when the phone number exists.

  4. Set Report Status: This option enables users to set the status of reports based on the applied conditions. By default, the available conditions are "Open" and "Closed". Additional custom statuses can be configured using the "Custom Status" option in the user management settings.

  5. Add Action: This option allows users to define the Quote action to be executed based on the specified conditions.

Quote Button Features:

  • Streamlined Quoting Process: The "Quote" button simplifies the quoting process, saving time and effort for users when generating accurate price estimates.

  • Improved Sales Efficiency: By providing a dedicated "Quote" button, Hubler enhances sales efficiency by facilitating quick and accurate quoting for potential customers.

To learn more, click on Action Button Rule.

Fallback Message

The Fallback Message serves as a backup response or alternative content when a specific condition or action cannot be met. It provides a default message that is displayed in situations where the intended action or condition is unavailable or cannot be fulfilled.