What to do when you can't get a quote out
If you’re trying to get a quote out but can’t see where the issue is, there are a few common reasons this can happen in The Layer. This guide will walk you through the most common issues and how to fix them.
What the Regulate Button Does
Think of Regulate as your “refresh and sync” button for Quotes and Sales Orders:
Pulls in the latest Price Book prices so your quote or sales order is accurate.
Recalculates profitability to make sure margins and costs are correct.
Clears any warning triangles that appear when prices or items have changed.
💡 Quick Tip: Anytime you see a yellow triangle or a deleted item in your quote, click Regulate first, then Save before sending.
Common Reasons
1. Price or Profitability Changes
You might see an (
) amber/yellow triangle next to Deal Profit, 
or recurring profit.
To fix it: Click Regulate → this pulls in updated Price Book prices, recalculates profitability, and clears the triangle. Always save afterward.
2. Deleted Items in the Price Book
Quotes: Green checkmark
in the “Deleted” column indicates an item was removed. 
Sales Orders: Deleted items show in brackets.
Fix: Remove or replace deleted items, then click Regulate and Save.
3. Product Name Changes Only
If only the product name changed (price unchanged), regulating is not needed.
Hover over the icon to see the new name and continue as usual.
Other Things to Watch For
Locked Quotes: Regulate won’t work if the quote is locked. You’ll see a banner, and Regulate is disabled.
Permissions & Access: You need the “Enable sales order regulation (BETA)” permission for Sales Orders.
📝Final Takeaway
Check for triangles
and deleted items before sending a quote.Regulate and Save every time there’s a Price Book update that affects your products.
Resend updated quotes to customers if prices or profits have changed, especially for quotes already sent (based on your company processes).
Avoid last-minute errors by regulating before producing or locking a quote.
💡 In short: Regulate keeps your quotes and sales orders up-to-date with the latest Price Book pricing and profitability figures and saves you from awkward “this price is no longer valid” moments with customers.