Quotes
Last Updated: June 14, 2018Adding a Quote to an Opportunity
From the desired Opportunity, Select More, Create Quote


From there, you can select how you would like to export the newly created
Quote. Go to
More, and select whichever format you would like.

You can view attributed
Quotes to selected
Opportunity and make edits as needed.


Any created
Quotes can be attributed to
Contacts or
Accounts as well, using the same navigation process.