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General

With the help of bricks, content that is not to be fixed in the quote template can be quickly added and flexibly combined with each other. They are also used to map recurring structures effortlessly and without the risk of content errors in the quote.

Experience has shown that the following use cases occur particularly frequently:

• General Terms and Conditions

• Travel expense agreements

• Offer Quoting conditions

• Company or employee portraits

• Detailed product descriptions

• Product combinations

Bricks can contain any number of quote items and can be conveniently placed in the document using the menu item Bricks in the inner vertical toolbar:

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Components

Bricks can include numerous different quote items, e.g. text areas, products, sums or graphics. They increase the user's flexibility and reduce the time needed to edit the quote, especially in combination with quote templates. Without exception, any quote item can be part of a brick.

Configuration in the editor

To create a brick in the editor, the desired quote items must be selected in the editor using the checkboxes in front. Subsequently, the blue toolbar on the left edge is used to select the lowest option "Create a new brick with selected items":

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The window for creating a new brick will open:Image Removed

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The following editing options are available:

Menu option	Explanation
Image RemovedImage Added	In this field you enter a name for the new Brick.
Image RemovedImage Added	The language depends on the settings of the Opportunity. If it is set to a certain locale, the Brick will be specified to it as well. Otherwise the entry is "None". You can change the language settings of a Brick outside of the Editor on the associated record afterwards.
Image RemovedImage Added	Under "Search Brick" you will find a list of all already existing Bricks. You can select them here and overwrite them with the new configuration here.
Image RemovedImage Added	In the preview you can once again see the selected items of the Brick as they appear in the editor.
Image RemovedImage Added	Click on "Save" to save the Brick as a new record.
Image RemovedImage Added	If you select an existing Brick from the list or enter an already assigned name, the label changes from "New" to "Overwrite", i.e. you now change an existing Brick.
Image RemovedImage Added	The "Cancel" function exits the menu without saving.

The object “Bricks”

When you save the Brick in the Editor, a record is simultaneously created at the "Bricks" custom object.

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Here you can change the name of the Brick, assign a locale, set the Brick inactive or delete it. Only active Bricks are available in the quoting process.

The actual components of the Brick can be found in the "Related" tab under the BrickLineItems related lists:

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