Adding a Quote

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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.

 

Quotes_addform

Figure 1 The Add Quote Form