Create a quote directly from selected catalog products with the Catalog action bar.
To do this:
- Open Catalog.
- Search or filter, then select the checkboxes for the products you want to quote.
- In the selected-products action bar, choose Sell, then Quote.
- Choose the Customer and enter a Quote Title. For a linked-company customer, select the required Category; this field appears after you choose that customer. Review any available Program, Freight Terms, and FOB Point options, then select Create Quote.
- After creating a quote, continue in its draft to review the quote details, including price, quantity, and cases.
- Then click "Send Quote" and your customer will receive the Quote on their end. If your Customer is "Unlinked", the pop-up will ask you for the email addresses to send the Quote to, and once you click "Send Quote" those Customers will receive the notification through their email.
- For further details about creating Quotes through your Customer's Quotes tab click here.
