Open the Quote Terms form. You can open the form by
clicking Terms & Conditions on
the mobile Quotes form or open the form standalone.
The service order and number or opportunity and number are displayed by
default.
Specify this information on the General tab:
Salesperson
The ID of the salesperson associated with the service order
is displayed.
Terms
The terms from the associated service order is
displayed.
Quoted Date
Select a date to use as the quote date.
Expiration Date
Select the date on which the quote should
expire.
On the Sections tab, click Copy From Template to quickly pull in quote
sections based on the pre-defined templates and append them to the list of
existing sections. You can only use this functionality if the Quote Template ID field is not blank.
Otherwise, select pre-configured quote sections from the grid and edit the
pre-defined text in the box below the grid.
The Totals tab shows read-only totals
based on values from the back office Quotes form.