Resources

Quotes

If an opportunity is won, you can then create and associate it with a quote. A quote is an estimate based on discussion of the customer's needs.


Create a quote from within the Quotes module.

Click New


Enter a name for the quote, the existing opportunity this quote will be associated with, and select the name of the existing account.



Enter additional quote information in the Totals section.

Click Save. This quote will now be created and linked to the opportunity and account.


To create a PDF of this quote that can be provided to customers, click PDF at the top right corner.