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Adding a quote to an opportunity

Adding a quote to an opportunity

How to add a quote to the opportunity

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Written by Ashok P
Updated over 6 months ago

Cloud gives you great flexibility to create and manage quotes for your opportunities. Cloud has features to duplicate quotes, copy quotes between opportunities, and auto-assign version numbers when you're dealing with multiple quotes in an opportunity.

Here are three ways in which you can add quotes to the opportunity.

#1 Add a new quote

To add the first quote to an opportunity, go to the Opportunity Details view and click "Create a quote" in the Quotes tile. You will see a "New quote" button in the tile if you are adding the second or later quote.

You can proceed to add items/products and service plans to the quote.

New quotes are blank by default unless you are preloading items and labor via a quote template.

Check out this article for more details.

2 - Duplicate an existing quote

To duplicate a quote, click the 3-dot menu of a quote and click "Duplicate."

This will create a copy of the quote with all items, labor, service plans, plan views, and images from the source quote.

Cloud will automatically assign a version number to the duplicate quote.

Check out this article for more details about how Quote Versioning works on Cloud.

3 - Copy a quote from another opportunity

Cloud also supports copying quotes between opportunities. This saves you time if you have opportunities that require the same items or service plans.

Once you copy a quote, the quote in the destination opportunity will contain all items, labor, service plans, plan views, and images from the quote in the source opportunity.

Check out this article for more details about copying quotes between opportunities.

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