This section describes how to create a Quote from an Opportunity and how to process the Quote
Create a Quote for an Opportunity
- Go to Sales > Customers, and open a Customer record
- Click the Sales Oppors tab, and open an Opportunity from the grid
- Click the Quotes tab, then click the Add icon. The new Quote contains details carried over from the Opportunity. From here you can add other necessary information.
- Note: Quote Header tab contains the field GP/Hr – this field displays Gross Profit per hour and is calculated as [Total GP (Gross Profit) divided by Total Hours]
- Click the Save icon
For more information on building Quote Line Items, see Build Quote Sections and Build Quote Line Items
Process a quote
- Open a quote you want to send for approval
- Click the Process icon, then click the Confirm Quote button. This changes the Status of the Quote from DATAENTRY to CONFIRMED
- The Quote will be sent through the AUTHORIZED, SUBMITTED, and APPROVED process, as illustrated on this Q360 Quote Status Flow
