Create a quote

A quote always starts from an opportunity, so it knows the customer, the contact, the owner and any reseller.

Create a quote from a deal

  1. Open the opportunity and select Create quote. On a phone, use the opportunity's Quotes tab.
  2. If your company has more than one brand or billing entity, a small window asks which one. Choose and select Create quote.
  3. ASTRO creates a Draft quote and opens it. Add the lines: see Build a quote.

Create a quote from a company's page

  1. Open the company and go to the Quotes tab.
  2. Choose the deal under From opportunity and select Create quote.
  3. For a new deal with an existing customer (an upsell, say), select New quote. Choose an open opportunity, or A new opportunity… and give it a name. Then select Create quote.

Which prices are used

  • ASTRO picks the price list for you. A deal referred by a reseller uses the reseller price list when one is in force; otherwise the customer price list.
  • A new quote starts with your company's default terms and conditions, which you can change on the quote.

Related