Quotes
The Quotes page is accessible by clicking on the "Quotes" in the main navigation bar on the top of the screen.
You generate a quote from an opportunity. An opportunity can have multiple quotes. A quote allows you to complete the payment and thus charge the customer.
Products in an opportunity are inserted as quote line items.
Quote "Bill to", "Quote to" and "Ship to" information are retrieved from the account related.
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You can overwrite automatically mapped information in a quote without problems. |
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You can send a quote via email to the primary contact or a custom email. |