Linking a quote connects a Pricing Agent quote to a live matter in Manage, so budgets and quote status stay consistent.
Because a quote can be created before a matter is opened, ayora requires linking to happen from Manage. If a matter is visible in Manage, it is already live, which helps avoid accidentally linking the quote to the wrong matter.
Link the quote (from Manage)
- In Manage, find the relevant matter.
- Right click the matter name.
- Select View → Link quotes.
- In the window that opens, select one of your quotes generated in ayora Pricing Agent.
- Confirm to link the quote to the matter.
What happens after linking
- The quote status is automatically set to Won (if it is not already Won).
- The matter budget in Manage is set to the amount specified in the quote.
- If the quote is a range, ayora uses the upper end of the range as the budget tracked in Manage.