Adding a Quote

Use this view to add a quote, including the account, buyer, order location, customer RFQ and other quote information.

To add a new quote:

  1. Perform one of the following:
    • On New menu, click Quote.
    • On the Navigation Bar, right-click Quotes, and then click New Quote.
    • Open the Opportunity Detail view of the opportunity you want to create as a quote. In the Task Pane, in the Opportunity Tasks section, click Convert to Quote.

      Any associated products are automatically added to the new quote.

  2. Specify this information:
    Account

    The account associated with the quote. An account is required.

    • To add an existing account, click the Account (Find) to find the account to be associated with the quote.
    • To create a new contact and account to associate with the quote, click (Add account/contact.
    Requested By
    Click (Find) to find the contact requesting the quote.
    Start Date
    Click (Calendar) to select the start date of the quote. A start date is required.
    Status
    The status of the quote. Select a value from the list.
    Opportunity
    Click (Find) to find the opportunity associated with the quote. Verify that BBG & Doyle - Opportunity 1 appears.
    [Account Manager]
    Click (Find) to find the CRM person or team within your organization that manages the account and this quote.
    Customer RFQ
    Type the customer's request for quote reference number.
    Start Date
    Click (Calendar) to select the start date of the quote. A start date is required.
    Expiration Date
    To change the date, click (Calendar) to select the date on which the quote will expire. If left blank, this may automatically default to a set number of days after the start date once the quote is created. The number of days is determined by your administrator.
    Currency
    Click (Find) to find the currency associated with the quote
    Exchange Rate
    Displays the exchange rate between the base currency of the company and the quote's currency.
    Comments
    Type any additional notes for the quote.
  3. Click (Save).
  4. View the Quote Snapshot. Depending upon your implementation you may be required to promote your changes to the back office application. If you are required to promote quotes, you can see one of the following messages:
    Message Action to be performed
    There are pending changes since the last promotion on <date and time of the last promotion>, pricing information may be incorrect. Please submit changes using the Promote link in the Task Pane. In the Task Pane, click Promote to promote your changes to the back office application.
    There are no pending changes since the last promotion on <date and time of the last promotion>. No action is required.
    An error occurred during the last sync cycle. Please refer to the Sync History tab for more information.
Parent topic: Quotes
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