Quotes for Opportunity

Create one or multiple Quotes to Opportunity:

  • There is provision to add one or multiple quotes to opportunity with different status. Follow the below steps to create quote for opportunity:
  • Navigate to -> Menu Category.
  • Select Sales menu category.
  • Navigate to Sales -> Opportunity.
  • From Opportunity “Quotes” tab click on -> ‘Create’ Button For detailed information for quote creation refer “Create/Amend Quote” process.
  • For One Opportunity Multiple Quotes can be created as below.

 

Quote details page created from opportunity record