How To: Build a Quote

This article will walk you through the process of creating a Quote. If you are interested in converting a Quote to a Ticket, see this article here.

1. Select Quotes under the Opportunities menu.

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2. Select the type of quote you want to begin.

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3. Add a customer to the quote by searching for an existing customer or adding a new prospective customer.

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4. Add information to the ticket and save any changes.

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5. Your quote will now show on the Quote Management screen. You can use the Action buttons to either view, edit, or convert the quote into a ticket.

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6. Additionally, you can use the Action buttons while viewing a quote to print or send it to the customer via email. The invoice will be noted as a quote.

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