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Creating and Submitting a New Opportunity Quote Learn how to generate a professional quote for an opportunity within the Salesforce platform. This guide covers everything from inputting project specifications and terms to submitting the final document for internal approval..
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2 Click "Create Quote". 3 Click on Quote Name. Made with Scribe - https://scribehow.com.
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4 Type "Quote Demo". 5 Click "KAM-Account Owner".
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6 Click "Priyanka Porwal". 7 Click "Billing frequency/Scope for B/C Parts".
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8 Select the "As And When Supply" option.. 9 Click "Billing Frequency".
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10 Select the "Quarterly" option.. 11 Click "Visit Frequency".
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12 Select the "Quarterly" option.. 13 Click "Contract Start Date".
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14 Add the Contract Start Date. 15 Click "Manual Contract End Date".
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16 Add "Manual Contract End Date". 17 Click "Save".
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18 Click on "Created Quote Number". 19 Click "Show".
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20 Click "Quote Line Template". 21 Click the "Select Template" field..
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22 Click "1000KVA / 1010 KVA OW" template. 23 Click "Add".
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24 Click "Terms & SLA". 25 Click "Terms". Made with Scribe - https://scribehow.com.
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26 Click "New". 27 Click "Terms Description". Made with Scribe - https://scribehow.com.
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28 Click here.. 29 Type "Test Terms". Made with Scribe - https://scribehow.com.
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30 Click "*Terms Type". 31 Click "Cover Letter". Made with Scribe - https://scribehow.com.
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32 Click "Scope Visible to Dealer- Optimus". 33 Click the "Scope Visible to Dealer- Optimus" field..
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34 Click "Save". 35 Click "Quote Demo". Made with Scribe - https://scribehow.com.
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36 Click "Present". 37 Click "Save". Made with Scribe - https://scribehow.com.
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38 Click "Submit for Approval". 39 Click "Submit".