Quote Create & Generate
When your opportunity stage is ready to be flipped to 'Quotation Given', we begin the Quote Creation process.
If your client has an existing Customer #, make sure the opportunity you're creating the quote from has this selected correctly. This customer # will be the source of the address, otherwise (for new clients) the account address will be used.
1. Go to the Opportunity Detail Page and select the 'Quotes' tab
2. Select 'Create New Quote' and provide a name.
3. Select the opportunity products you want added to the quote. Save the Quote
You can select the checkbox to the upper left hand corner to auto-select all products. When we create the document, we automatically exclude any non-renewal or upsell products.
4. Upon save you will see the quote added to the table, click the quote name to go to the quote detail page
5. From the quote detail page, click the 'Subscriber Quote' button in the upper right hand corner
6. Clicking the button will eveuntially lead you to this screen. The Quote document is located under 'Attachments'
7. Your quote record and quote document is now created, linked, and ready for use!
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