You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Quotes

The Quotes page is accessible by clicking on the Quotes section in the main navigation bar on the top of the screen.

A quote can be created either manually, or by generating it from an opportunity. An opportunity can have multiple quotes. A quote allows you to complete the payment and thus charge the customer.

Corteza does not implement a payment mechanism. You should use an external provider.

Products in an opportunity are inserted as quote line items.

Quote bill to, quote to and ship to information are retrieved from the related account.

Adding a new quote manually

  1. Navigate to the Quotes,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button in the bottom right corner.

Sending the quote to a primary contact

  1. Navigate to the Opportunities  select an opportunity,

  2. click on the Send this Quote via email to the primary contact button.

Sending the quote to a custom contact

  1. Navigate to the Opportunities  select an opportunity,

  2. click on the Send this Quote to a custom email button,

  3. insert the email address into the requested prompt window and press Submit.