Creating a Quote (Mobile)
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Open the Quotes form.
You can open the form by clicking Quote on the Partner Console form in the back office or by clicking the Add toolbar button on a mobile device. If you open the form from the Partner Console, the Reference, Reference Number, and Description are displayed.
- If you opened the form by clicking Add, select Opportunity or Service Order as the Reference.
- Select the particular service order or opportunity for which you want to create a quote. A description of the reference is displayed by default.
- Save the record. The net price of the quote is displayed.
- Optionally, click Create Revision to create a new revision of the quote. The current revision will no longer be accessible. The Revision field shows the number of the current revision.
- Optionally, click Approve Estimate to convert a service order estimate quote to an open service order and to copy the estimate transactions to planned transactions. After a quote is approved, it can no longer be edited.
- The Lines grid shows any quote lines for the current quote. Optionally, click Add/Delete Lines to open the Quote Lines form.
- Optionally, click Terms Conditions to open the Quote Terms form, filtered for the current quote.
- Optionally, capture a customer's signature for the quote and click Accept.