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Quotes Data Model

Quotes represent a proposed agreement, typically synchronized from an external CRM like Salesforce.

Entity Relationship Diagram​

Core Entities​

Quote (com.sureink.common.dto.salesforce.quote.QuoteDTO)​

A Data Transfer Object representing the Quote structure from Salesforce.

  • Key Fields:
    • quoteNumber: Unique identifier from the CRM.
    • grandTotal: The total proposed value.
    • status: Current state (e.g., Draft, Presented, Accepted).
    • expirationDate: When the offer expires.

Relationships​

Quote -> External Entities​

  • Type: Loose Coupling
  • Description: Quotes are primarily external objects mirrored in SureInk. They link to Accounts (Customers) and Opportunities in Salesforce.