Creating a Quote off a Opportunities

You are able to add one or more quotes on a opportunity. This allows you to have a total value on one or more quotes on the opportunity. This article just explains the relationship with the quotes and opportunity. If you need to know more information about quotes, and how to use Quotes, click here

Click on the Quote action button

This will Create a the Quote and link the opportunities

when adding Quotes on opportunties

  1. Value is the Sum of Total Quotes
  2. Weight is the Value of the opportunity divided by Probability
  3. Esimated Value is the free type value

Value Calculations on Quotes

When marking a quote inactive or lost, it will not calculate the value

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