Create a Quote

Create a new quote

You always create a new quote starting from the opportunity record. There are two options for this:

When you click on the Quick Action "New Quote" in the header of your opportunity layout:

Via the "New" command, starting from the "Quote" related list:

Dialog for selecting the quote template

The "New Quote" dialog box offers two options:

• Quote templates

• Quotes

Quote templates

Under "Quote templates" all existing quote templates are listed, sorted alphabetically by name:

Quotes

Under the "Quotes" tab, the quotes already created are displayed, sorted by quote date in descending order. They can also be used as a template:

This is useful, for example, if adjustments are to be made to the previous quote during the course of the negotiation. In this way, the previous quote variants are preserved and the negotiation can also be retraced in retrospect.

For better overview, there are the following filter and search options:

Filter criteria	Function
	Reduces the existing quotes to those created by the user.
	Only shows the quotes that have already been created for this opportunity.
	Displays only active quotes.
	Full text search through the available quotes based on the quote name, minimum 3 letters required.

Limits and possibilities of the quote search 

appero quote only loads max. 200 existing quotes at this point, sorted by date descending. If the number of available quotes exceeds this amount, a warning message appears in the top line "Too many items found to display. Please refine your search."

You can now limit the search results using the above filter options. If the quote you are looking for is still not there, you also have the option of searching the entirety of the quotes on the Salesforce server.

Clicking the "Next" button closes the dialog and the selected document is ready for editing. The account, contact and price book data linked to the opportunity are automatically transferred to the document, provided that the corresponding variables have been stored. If you select an existing quote as a template, the original quote items are transferred to the new quote. If the products contained in the quote are equipped with product properties to be specified, these are queried when the product is initially loaded.