Quotes can provide customers or potential customers with an estimated amount for all of the products that they wish to purchase. A quote can be created from an existing opportunity or on its own. A quote created automatically from an opportunity will inherit all of the products and pricing specified in the opportunity.
To create a quote from an opportunity, perform the following steps:
Start CRM, go to the Sales module, and then click on Opportunities.
Find and open the opportunity record to which you wish to add a quote.
Within the form, locate the Quotes sub-grid, and click inside of it.
On the List Tools tab, on the Quote ribbon bar, in the Records group, click on Add New Quote.
The following information will be copied from the opportunity:
Name: The name of the opportunity
Potential Customer
Price List
Detail Amount: Estimated revenue
Quote Discount (%): Discount (%)
Quote Discount: Copied from the discount
Pre-Freight Amount...