Create a quote from an opportunity
Create a quote directly from an opportunity using the Quotes tab.
Before you begin
Ensure that you have captured and provided all the information for your opportunity, such as opportunity details, line items, and competitor's information.
Role required: sales_agent
Procedure
-
Navigate to the List view
and select Opportunity - All.
- Select the opportunity that you want to work with and select the Quotes tab.
- Select Create Quote to create a quote from the selected opportunity.