Creating a Quote

Quotes can be created in two ways:

• From an existing RFQ.
• Manually, without an RFQ.

Create a Quote from an RFQ

1. Open RFQ List.
2. Find and open the RFQ you want to quote.
3. Click Create Quote.
4. The system will:
5. Copy customer and site information.
6. Copy RFQ items into the Quote lines.
7. Review and adjust pricing, quantities, and terms.
8. Save the Quote.

Create a Quote manually

1. Go to Quote List.
2. Click Add Quote.
3. Select the Customer and Site.
4. Enter header details:
5. Quote Date
6. Expiration Date
7. Contact
8. Add Quote line items.
9. Save the Quote.

After saving, you can email the Quote or print it as needed.