Click Add a Quote on the Search Results page or Add on the menu bar to add a quote. The Add Quote page is displayed, as shown in Figure 1.
The following details can be specified for a quote:
• | Description - A concise description of the purpose for which the quote is being issued. |
• | Organization - The customer account for which the quote is being issued. |
• | Contact - The contact for this customer account, to whom the quote will be sent. |
• | Email address/Phone number/Fax number - The customer's contact details. |
• | Address - The customer's mailing address. |
• | Opportunity - The opportunity to which the quote applies. |
• | Delivery - The mode of delivery of the quote. |
• | Status - The current status of the quote. |
• | Expiration date - The expiration date of the quote. |
• | Logo - Logo refers to the company logo that is displayed on the quote. |
An admin can configure the logos that can be included as part of the quote's header information.
• | Internal Notes - Any additional details about the quote. |
Click Insert after you have entered all the information.

Figure 1 The Add Quote Form
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