How To Create A Quote In Salesforce

How To Create A Quote In Salesforce

1. Log In to Salesforce: Access your Salesforce account with your credentials.
2. Navigate to the Quotes Tab: Find the Quotes tab in the main menu or app launcher.
3. Click on New Quote: Select the option to create a new quote.
4. Fill in Quote Details: Enter necessary information like quote name, account, and expiration date.
5. Add Products: Include products or services by selecting them from your catalog.
6. Set Pricing: Adjust pricing for each product as needed.
7. Review Quote: Check all details for accuracy before finalizing.
8. Save the Quote: Click the save button to store your quote in Salesforce.
9. Send the Quote: Use the email option to send the quote to your customer.