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Create a New End User Quote Without an Opportunity
Click the New End User Quote on the Opportunity List
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Field Name
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Help
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Opportunity Name
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Default to Account Name
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Opportunity Currency
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Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank.
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Account
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Search for an Account, or enter relevant information to create a new account
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Price Book
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Default to Standard Price Book
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Closed Date
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Default to Today’s date
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Stage
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Default to “Proposal”
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Assigned Dealer
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Default to the account that is linked to the Assigned Salesperson.
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Assigned Salesperson
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Create a New Opportunity
Need more information
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Read Editing Quotes to continue to edit the quote.
Create a New End User Quote With an Opportunity
Creating a Quote
There are 2 options to create a new quote.
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