Quotes Tab

The Quotes tab displays a list of associated Quotes.

To open the Quotes tab, click the Quotes tab from the Account or Opportunity Detail view. If the tab is not displayed, click More Tabs.

You can filter the data displayed on this tab based on:

  • The Accounting Entity (if the Master Data Consolidation functionality is enabled).
  • The Status (if the Back Office Extension integration is enabled).
  • The CRM Status (if the Back Office Extension integration is disabled).

On this page you can:

  • Click the Quote Number to view quote Detail view.
  • Click add.png (Insert Quote) to add a quote. Follow the steps to add a quote.
  • Select the record to be removed and click delete_new (Delete), to delete a quote.