Manage quotes

  • Updated on May 9, 2025
  • Published on May 22, 2024
  • 4 minute(s) read
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Learn how to work with quotes:

Open quotes

To open an existing quote, from the application left navigation area, select Quotes. Move through or search to locate the quote, then select it from the list.

Create quotes

Tip

Save time by copying an existing quote with its settings and information.

Select a tab for the UI version you use.

  1. From the application left navigation area, select Quotes.

  2. Above the list of quotes, select +.

  3. In the Create Quote dialog, enter information or make selections:

    • Title—Enter the quote's title.

    • Account—Select the appropriate account.

    • Opportunity—Select the appropriate opportunity. For more information about opportunities, read About opportunities.

      Note

      The opportunities displayed are relevant to the account you have selected. If you want to view all existing opportunities, select the Show All checkbox.

  4. Select Create or Create and Open. The quote appears in the quotes list. Open it to add line items.

Note

To enable the new UI, read Work with the new UI.

  1. From the application left navigation area, select Quotes.

  2. In the upper right corner, select + Create Quote.

  3. In the Create Agreement dialog, enter information or make selections:

    • Title—(Optional.) Enter a title for the quote.

    • Quote Type—(Optional.) Select the quote type.

    • Account—Select an account to link to the quote.

    • Opportunity—(Optional.) Select an opportunity to link to the quote.

    • Sales Office—(Optional.) Select a sales office for the quote.

    • Currency—Select the quote currency.

    • Language—(Optional.) Select quote language.

  4. Select Create, then select the quote from the list to open it. Alternatively, select Create and Open to open the new quote immediately.

  5. Add products to your quote. For details, read Manage line items.

Assign quotes

Select a tab for the UI version you use.

  1. From the application left navigation area, select Quotes.

  2. Select checkboxes next to the IDs of one or multiple quotes.

  3. Above the list of quotes, select a button:

    • Select Assign Quote(s) to me to assign the quotes to yourself. You'll become their primary owner. Additionally, on the Partners tab in the quotes, the Default switch for the Owner Party function will be set to YES.

    • Select Assign to Others, then select a user to assign the quotes to. If you don't see the Assign to Others button, contact your administrator.

Note

To enable the new UI, read Work with the new UI.

  1. From the application left navigation area, select Quotes.

  2. Move through or search to locate the quotes.

  3. Select checkboxes next to the IDs of one or multiple quotes.

  4. From the button bar above the list of quotes, select Assign the quote, then select an option:

  • Select Assign to Me to assign quotes to yourself. You'll become the quotes’ primary owner. Additionally, on the Partners tab in the quotes, the Default switch for the Owner Party function will be set to YES.

  • Select Assign to Others, then select a user to assign the quotes to.

Copy quotes

Select a tab for the UI version you use.

  1. From the application left navigation area, select Quotes.

  2. Select a quote.

  3. From the bottom button bar, select Actions > Copy Quote.

  4. Enter information or make selections, then create a copy.

Note

To enable the new UI, read Work with the new UI.

Use one of the following methods to copy a quote.

From the quote list

  1. From the application left navigation area, select Quotes.

  2. On the quote row, select More, then select Copy.

From the quote

  1. Open a quote.

  2. From the top button bar, select Actions > Copy.

This action includes copying overview fields, custom tabs, custom fields, and line item details, such as configurations, proposal text, and pricing information.

Additionally, your administrator can configure whether to copy:

Configure copying attachments

  1. From the application left navigation area, select Administration.

  2. From the top navigation bar, select Master Data Management.

  3. Scroll or search to locate Setting Boolean and select it from the list.

  4. Select Enable the automatic copying of attachments when copying a quote and quote line item.

  5. Set the Setting Value Boolean switch to YES.

Configure copying price items whose base amount equals zero

  1. From the application left navigation area, select Administration.

  2. From the top navigation bar, select Master Data Management.

  3. Scroll or search to locate Setting Boolean and select it from the list.

  4. Select Enable this setting to copy manual price items with base amount as zero.

  5. Set the Setting Value Boolean switch to YES.

Check for similar quotes

Select a tab for the UI version you use.

  1. From the application left navigation area, select Quotes.

  2. Select checkboxes next to the IDs of one or multiple quotes.

  3. Above the list of quotes, select Check for similar quotes.

Note

To enable the new UI, read Work with the new UI.

  1. From the application left navigation area, select Quotes.

  2. Select checkboxes next to the IDs of one or multiple quotes.

  3. From the button bar above the list of quotes, select Check for similar quotes.

Delete quotes

Select a tab for the UI version you use.

  1. From the application left navigation area, select Quotes.

  2. Select checkboxes next to the IDs of one or multiple quotes.

  3. Above the list of quotes, select . Then select Yes to confirm.

Note

To enable the new UI, read Work with the new UI.

Use one of the following methods to delete quotes.

Delete one quote

  1. From the application left navigation area, select Quotes.

  2. On the quote row, select More, then select Delete.

Delete one or multiple quotes

  1. From the application left navigation area, select Quotes.

  2. Select checkboxes next to the IDs of one or multiple quotes.

  3. From the button bar above the list of quotes, select Delete.