Operation 1
Create a quote
Start from the deal or the customer.
- 1
Open the deal or contact.
- 2
Choose New quote.
- 3
Add line items from the catalog.
- 4
Check tax and totals, then save.
Operation 2
Send a quote
Get it out and keep the version on the record.
- 1
Open the quote.
- 2
Choose Send.
- 3
Confirm the email and send.
- 4
The send sits on the timeline.
Operation 3
Convert to an invoice
When they accept, raise the invoice without retyping.
- 1
Open the accepted quote.
- 2
Choose Convert to invoice.
- 3
Confirm the lines and send, or save as a draft.