docs(quotes): say what Generate Quote does: stage rule, no activity stamp, inbox and email notice

.changeset/2021-quotes-generating-a-quote.md

@@ -0,0 +1,4 @@
+---
+---
+
+Docs only, releases nothing. For maintainers: the Quotes page's *Generating a quote* section, in all three locales, now says what the Generate Quote flow does: it moves the deal to Proposal only from Prospecting, Qualification or Needs Analysis and never on a deal awaiting approval, it stamps no last-activity date, and it notifies the rep in the inbox and by email, an email that is sent only once the deployment has outgoing mail set up (#2021).

content/docs/sales/quotes.mdx

@@ -87,21 +87,22 @@ The contact half of that is now enforced rather than advised — you cannot pres
 
 ## Generating a quote
 
-You don't manually create quotes — instead, open any opportunity and click **Generate Quote**. A short form pops up:
+You don't manually create quotes — instead, open an opportunity that is still open and click **Generate Quote**. The button is not offered on a *Closed Won* or *Closed Lost* deal. A short form pops up:
 
 - Quote name
 - Valid for (days) — default 30
-- Discount %
+- Discount % — default 0; the label shows the 60% ceiling
 
-Then the system, in a single step:
+When you submit it, the system:
 
-1. Creates the quote in **Draft** status with the opportunity's amount as the subtotal.
-2. Applies the discount and recalculates the total.
-3. Advances the opportunity to **Proposal** stage.
-4. Stamps the opportunity's last activity to today.
-5. Sends you a confirmation email.
+1. Creates the quote in **Draft** status with the opportunity's amount as the subtotal. The quote takes the opportunity's account and primary contact, makes you its owner, is dated today, expires the number of days you entered from today, and has payment terms of Net 30. The opportunity's products are not copied: the quote starts with no line items.
+2. Applies the discount and calculates the discount amount and the total, to the cent.
+3. Moves the opportunity to **Proposal**, but only from **Prospecting**, **Qualification** or **Needs Analysis**. A deal already at **Proposal** or **Negotiation** keeps its stage. So does a deal waiting on an approval decision, whose **Approval Status** is *Pending* (see [Revenue › Approvals](/docs/revenue/approvals)). In both cases you still get the quote.
+4. Notifies you that the quote was created: a message in your in-app inbox that links to the new quote, and an email. The email reaches a mailbox only if your deployment has outgoing mail set up. Out of the box it has none, and the email is not sent (see [Email & Calendar](/docs/guides/email-and-calendar)).
 
-The rep then reviews the draft, attaches a PDF (or uses the built-in templating), and changes the status to *Presented* to send it to the customer.
+Generating a quote stamps no activity date. The opportunity has no last-activity field, and the account's **Last Activity Date** stays as it was.
+
+The rep then reviews the draft, attaches the quote document (a PDF) to the quote, and changes the status to *Presented* when it goes to the customer.
 
 ## Sending a quote to the customer
 

content/docs/sales/quotes.zh-Hans.mdx

@@ -84,21 +84,22 @@ Total Price    = Subtotal − Discount + Tax + Shipping & Handling
 
 ## 生成报价 [#generating-a-quote]
 
-你不需手动创建报价——而是打开任意商机并点击**生成报价**。会弹出一个简短的表单：
+你不需手动创建报价——而是打开一个尚未关闭的商机并点击**生成报价**。处于*成交*或*失败*阶段的交易上不会出现这个按钮。会弹出一个简短的表单：
 
 - 报价名称
 - 有效期（天）——默认 30
-- 折扣 %
+- 折扣 %——默认 0；标签上标明了 60% 的上限
 
-然后系统会一步完成：
+提交表单后，系统会：
 
-1. 以**草稿**状态创建报价，并将商机的金额作为小计。
-2. 应用折扣并重新计算总计。
-3. 将商机推进到**提案**阶段。
-4. 将商机的最近活动盖戳为今天。
-5. 向你发送一封确认邮件。
+1. 以**草稿**状态创建报价，并将商机的金额作为小计。报价沿用商机的客户和主要联系人，负责人是你，报价日期为今天，到期日期为今天起算你填写的天数，付款条款为 Net 30。商机上的产品不会被复制过来：报价创建时没有任何行项目。
+2. 应用折扣，算出折扣金额和总计，精确到分。
+3. 把商机推进到**提案**阶段，但只从**寻找客户**、**资格审查**或**需求分析**推进。已经处于**提案**或**谈判**的交易保持原阶段。正在等待审批结论的交易也一样，它的**审批状态**为*审批中*（见 [营收云 › 审批](/zh-Hans/docs/revenue/approvals)）。这两种情况下你照样拿到报价。
+4. 通知你报价已创建：站内收件箱里一条消息，链接到这份新报价，外加一封邮件。只有当你的部署配置了外发邮件时，这封邮件才会真正送到邮箱。开箱即用的状态下没有任何配置，邮件不会发出（见[邮件与日历](/zh-Hans/docs/guides/email-and-calendar)）。
 
-随后销售代表审核该草稿，附上一份 PDF（或使用内置模板），并将状态更改为*已提交*以将其发送给客户。
+生成报价不会盖任何活动日期戳。商机上没有"最近活动"这个字段，客户的**最近活动日期**也保持原样。
+
+随后销售代表审核该草稿，把报价文件（一份 PDF）附到报价上，并在报价交给客户时将状态更改为*已提交*。
 
 ## 将报价发送给客户
 

content/docs/sales/quotes.zh-Hant.mdx

@@ -86,21 +86,22 @@ Total Price    = Subtotal − Discount + Tax + Shipping & Handling
 
 ## 生成報價 [#generating-a-quote]
 
-你不需手動建立報價——而是打開任意商機並點擊**生成報價**。會彈出一個簡短的表單：
+你不需手動建立報價——而是打開一個尚未關閉的商機並點擊**生成報價**。處於*成交*或*失敗*階段的交易上不會出現這個按鈕。會彈出一個簡短的表單：
 
 - 報價名稱
 - 有效期（天）——預設 30
-- 折扣 %
+- 折扣 %——預設 0；標籤上標明了 60% 的上限
 
-然後系統會一步完成：
+提交表單後，系統會：
 
-1. 以**草稿**狀態建立報價，並將商機的金額作為小計。
-2. 套用折扣並重新計算總計。
-3. 將商機推進到**提案**階段。
-4. 將商機的最近活動蓋戳為今天。
-5. 向你發送一封確認郵件。
+1. 以**草稿**狀態建立報價，並將商機的金額作為小計。報價沿用商機的客戶和主要聯絡人，負責人是你，報價日期為今天，到期日期為今天起算你填寫的天數，付款條款為 Net 30。商機上的產品不會被複製過來：報價建立時沒有任何行項目。
+2. 套用折扣，算出折扣金額和總計，精確到分。
+3. 把商機推進到**提案**階段，但只從**尋找客戶**、**資格審查**或**需求分析**推進。已經處於**提案**或**談判**的交易保持原階段。正在等待審批結論的交易也一樣，它的**審批狀態**為*審批中*（見 [營收雲 › 審批](/zh-Hant/docs/revenue/approvals)）。這兩種情況下你照樣拿到報價。
+4. 通知你報價已建立：站內收件匣裡一則訊息，連結到這份新報價，外加一封郵件。只有當你的部署設定了外寄郵件時，這封郵件才會真正送到信箱。開箱即用的狀態下沒有任何設定，郵件不會寄出（見[郵件與行事曆](/zh-Hant/docs/guides/email-and-calendar)）。
 
-隨後銷售代表審核該草稿，附上一份 PDF（或使用內建範本），並將狀態更改為*已提交*以將其發送給客戶。
+生成報價不會蓋任何活動日期戳。商機上沒有「最近活動」這個欄位，客戶的**最近活動日期**也保持原樣。
+
+隨後銷售代表審核該草稿，把報價文件（一份 PDF）附到報價上，並在報價交給客戶時將狀態更改為*已提交*。
 
 ## 將報價發送給客戶