Creating a Quote
There are 2 options to create a new quote with an Opportunity.
Option 1 - Click the End User Quote button on the Opportunity to edit the latest quote, or to create a new quote if there are no quotes created yet for the Opportunity.
Option 2 - Click the New Quote button on the Quotes related list of the Opportunity.
To clone from an existing quote, click Quote Number to go to the Quote page,
Then click the Clone button. After cloning, you will be on the new quote automatically with the same header and lines as the cloned quote. The new Quote will have the Syncing field checked automatically.
On the Quote, The following information is automatically populated.
Field Name | Help |
|---|---|
Opportunity Name | Default to Account Name |
Opportunity Currency | Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank. |
Account | Search for an Account, or enter relevant information to create a new account |
Price Book | Default to Standard Price Book |
Closed Date | Default to Today’s date |
Stage | Default to “Proposal” |
Assigned Dealer | Default to the account that is linked to the Assigned Salesperson. |
Assigned Salesperson | Default to the contact that is linked to the logged-in user. |
Update these fields as necessary.
Then Click Save.
Read Editing Quotes to continue to edit the quote.