A quote turns an opportunity into a priced offer — add line items, apply a discount, send it out, and pass an accepted quote to Accounting.
Before you start
- Pick the company you are working in and the Scope level for the quote.
- Have the linked opportunity, account or contact ready if you want to attach them.
- Know the lines you want to quote and any discount you plan to apply.
Steps
- Open CRM → Quotes and select New Quote (or start one from an opportunity).
- Set the Scope level (required) plus any parent scope.
- Enter the Title (required, up to 180 characters).
- Optionally add a Quote number (letters, numbers, dots, hyphens and underscores only), a Description, a Reference, a Valid until date, an Amount and a three-letter Currency code.
- Optionally link the Lead, Opportunity, Account and Contact, and set an Owner.
- Add Line items. For each line the Description is required (up to 255 characters); optionally set Quantity, Unit, Unit price, Tax rate (0–100) and a Sort order.
[screenshot: Quote line items editor]
- Optionally set a Discount type of none, percent or fixed with a Discount value.
- Optionally add Terms, a Customer note and an Internal note, plus billing and shipping addresses.
- Save. A new quote starts in Draft — status is set by the system, not typed on the form.
- To send, open the quote’s Send & PDF panel and choose Generate PDF & mark sent. This generates the quote PDF and notifies the owner in-app. You may set a future Scheduled send time to schedule it instead, and optionally tick notify by SMS to also nudge a contact with a mobile number.
[screenshot: Send and PDF panel]
- As the customer responds, move the quote’s Status through Sent, Accepted, Declined, Expired or Revised.
Result
The quote carries its line items, discount and current status, with the generated PDF recorded against it. Once a quote is Accepted, use Convert to invoice to hand it to Accounting, which creates a draft AR invoice from the lines — you then review and issue it from Accounting → Receivables.