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Custom Objects

The following are custom objects within the SalesReady package:

  • SalesReady Transaction – This is a child of the quote object. It logs information when a quote is sent via the SalesReady platform.
  • Output Template – This stores the quote and email templates that can be used when generating a quote.
  • Recipient – This is a child of the SalesReady Transaction object. It logs information about each recipient of the quote.
  • Group – This groups quote line items based on the type of line item.
  • Builder Field – These are the fields that are available in the quote builder component defined by the admin(s).
  • Bundle Item – If bundles are used, these are where products that are bundled together are stored.
  • Settings – General settings related to the app.
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