Manage quotes

Learn how to work with quotes:

• Open quotes
• Create quotes
• Assign quotes
• Copy quotes
• Delete quotes

Open quotes

To open an existing quote, from the application left navigation area, select Quotes. Scroll or search to locate the needed quote and select it from the list.

Create quotes

Create a quote by selecting either Quotes, Accounts, or Create Quote from the application left navigation area. Alternatively, create a new quote by copying an existing one.

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.

Assign quotes

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

Copy quotes

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.

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

Additionally, you can configure whether to copy:

• Attachments
• Price items whose base amount equals zero

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.

Delete quotes

1. From the application left navigation area, select Quotes.
2. Select one or multiple quotes.
3. Above the list of quotes, select . Then select Yes to confirm.