QuotesLast Updated: June 14, 2018
Adding a Quote to an Opportunity
From the desired Opportunity, Select More, Create Quote
From Here, Simply fill out the desired information
Then select, Save
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.
From there, your newly created quote will download and be ready to send.
You can view attributed Quotes to selected Opportunity and make edits as needed.
You can also add Quotes from this screen
Any created Quotes can be attributed to Contacts or Accounts as well, using the same navigation process.