Creating a Quote
Enter information for the following fields:
- Quote Subject. Enter information on the product or service for which you are creating the quote.
- Quote Number. The system generates a reference number after you save the quote.
- Purchase Order Num. Enter the PO number.
- Payment Terms. From the drop-down list, select the time period within which the customer must pay for the product or service purchased.
- Team. Enter the name of the team that is allowed to view the opportunity. To choose an existing team, click Select, and choose the team from the Team list.
- Assigned to. Enter the name of the individual who is responsible working on the opportunity. To choose an existing user, click Select, and choose the person from the User List. By default, this is assigned to you.
- Opportunity Name. From the drop-down list, select the related opportunity.
- Quote Stage. From the drop-down list, select the current stage of the quote's lifecycle, such as Draft or Confirmed.
- Valid Until. Click the Calendar icon and select the date until which the quote is valid. The quote expires after the selected date has passed.
- Original P.O. Date. Click the Calendar icon and select the date of the original Purchase Order.
Bill to and Ship to: If the following Bill to and Ship to fields are the same, use the >> button to duplicate the information from one section to the other.
- Account. Enter the name of the account related to the quote. To choose from the list of existing accounts, click Select.
- Contact. Enter the name of the contact related to the account. To choose from the list of existing contacts, click Select.
- Address. When you select an account, the system automatically populates the corresponding address information. You can modify the address if necessary.
- City. The name of the city where the address is located.
- State. The two digit code for the State where the city is located.
- Postal Code. The zip code for the address.
- Country. The name of the country where the State is located.
Line records
- Add Group. Click this button to group several products together and enter the following:
- Group Name. Enter a name for the product group.
- Group Stage. From the drop-down list, select the current status of the group such as Draft or Negotiation.
- Add Row. Click this button to add information on an individual product within the group.
- Remove Row. Click this button to delete a line item from the quote.
- Add Comment. Click this button to add a comment on the group.
- Delete Group. Click this button to delete the group.
- Currency. From the drop-down list, select the currency used in the quote.
- Tax Rate. From the drop-down list, select the appropriate tax rate for the State.
- Shipping Provider. From the drop-down list, select a shipping provider.
- Grand Total. Check this box to display the total sum of the products listed in the quote.
- Line Numbers. Check this box to display line numbers when you save the quote in PDF format.
Description: Enter a brief description of the quote.
Click Save to create the new quote; click Cancel to return to the Quotes home page without creating the new quote.