Quote rule outcomes reference

A quick guide to every Quote Rule outcome — what each one does, grouped by policy enforcement and quote automation.

Overview

Every Quote Rule has exactly one outcome — the action it takes when its conditions match. This reference lists each outcome with a one-line description and a link to its how-to. Outcomes fall into two categories: those that enforce policy and those that automate quote building.

Which outcomes you can use depends on your plan. Most policy enforcement outcomes require Pro or Enterprise. Require Validation and all quote automation outcomes require Enterprise. Trial includes the full set.

Policy enforcement outcomes

These keep quotes within your rules by controlling whether and how a quote can proceed.

Outcome	What it does
Block	Stops the quote with a message to the rep. See Blocking a quote.
Notify	Shows a message but lets the rep continue. See Showing a notification.
Require Approval	Holds the quote in Pending approval until an approver signs off. See Requiring approval.
Require Validation (Enterprise)	Holds the quote until an external validation workflow finishes. See Requiring validation and Setting up validation workflows.
Require e-signature	Turns on e-signature and optionally names countersigners who must sign. See Setting up countersigners.
Set Price Book	Selects the quote’s pricing context. See Setting a price book with a rule.
Prompt User	Asks the rep to supply missing properties or files before continuing. See Prompting the rep for input.
Start Guided Selling Flow (Enterprise)	Opens a Guided Selling flow when the rule triggers. At quote creation the flow is full screen with no Cancel; later in Quote Builder it opens as a modal. Also complimentary on Legacy Pro through November 1, 2026. See Using Guided Selling with Quote Rules.

Quote automation outcomes

Requires an Enterprise plan.

These build or adjust the quote automatically when conditions match.

Outcome	What it does
Add Line Items	Adds specific products to the quote. See Adding line items and collections.
Add Collection	Adds a whole Collection of products at once. See Adding line items and collections.
Add One-time Discount / Fee / Tax	Adds a one-time discount, fee, or tax (percent or fixed). See Adding discounts, fees, and taxes.
Update Line Items	Keeps line item properties in sync from a source property or a static value. See Updating line items automatically.
Update Bundle Members	Keeps properties on bundle member line items in sync from the bundle header, a roll-up, or a static value. See Updating bundle members automatically.
Add add-on bundle product	Adds add-on products as a bundle expands. See Swapping and adding bundle products.
Swap bundle product	Replaces an included bundle option product with an alternate. See Swapping and adding bundle products.
Set Quote Template	Sets the template the quote document uses. See Setting the template, terms, language, or sender.
Insert Template Terms	Adds terms text to the quote, optionally editable by the rep. See Setting the template, terms, language, or sender.
Set Quote Language	Sets the quote’s language. See Setting the template, terms, language, or sender.
Set Sender Company	Sets which sender company appears on the quote. See Setting the template, terms, language, or sender.
Dynamic Property Sets	Controls which line item properties are required or limited on the quote. See Using Dynamic Property Sets.