Guide

1. Navigate to the Opportunities tab and select My Opportunities.

2. Choose the opportunity where you want to create the quote.

3. Click on Products.

4. And select Add Products

5. Add the product you are creating a quote for and hit Next.

6. This is the product's original sale price.

7. Edit the Sales Price and Quantity as per the quote you are planning to pitch.

8. Hit Save

9. You can see the updated Price and Quantity on the screen now.

10. Go back to the opportunities page and click on Quotes in the right column.

11. Click on the New Quote button.

12. Fill in the fields in Quote Information section. (Name, Expiration date, and Status.)

13. And finally, hit Save.

14. You will now see your updated quote with the new price and quantity.