Quote from Opportunity

To create Quote from Opportunity follow the steps given below.

• To create Opportunity kindly refer Add / amend opportunity sub process.
• To create Quote from Opportunity, navigate to -> Quote tab on Opportunity.
• Click on -> 'Create' button
• Redirects to create page on “Details” tab
• Add Quote Name
• Select Expiry Date
• In Pricing tab, Select Currency (auto selected as per setting)
• In Pricing tab, Select Price List (Auto selected from parent record)
• Click on 'Save' or 'Save & Close'.
• For detail information other fields are available which can be filled as Email Address, Phone Number etc.