Siebel Sales User Guide > Quotes >

Using Auto Quote to Create a Quote

If you are working with an opportunity for which the products and solutions have already been specified, you can use the Auto Quote button to generate a quote.

Products are designated as available for use in an AutoQuote by selecting the AutoQuote check box for the product in the Opportunity screen's Products view.

To use Auto Quote

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity associated with the quote, and then click the Quotes view tab.
  3. In the Quotes list, click Auto Quote.
  4. In the new quote record, enter a name for the quote in the Name field, and then select the appropriate price list in the Price List field.
  5. In the Status field, choose a valid status.
  6. (Optional.) Drill down on the quote name to display the Quote Line Items view, where you can add line items to the quote.

    7. You can update opportunities with information from a quote. For more information, see Updating an Opportunity with Quote Information.


 Siebel Sales User Guide 
 Published: 18 April 2003