Siebel Order Management Guide Addendum for Financial Services > Managing Opportunities > Process of Managing Opportunities >

Generating a Quote for an Opportunity

Use the following procedure to generate a quote for an opportunity. This task is an optional step in Process of Managing Opportunities.

To generate a quote for an opportunity

1. Navigate to the Opportunities screen, then the Opportunities list view.
2. Drill down on the opportunity for which you want to generate a quote.
3. Navigate to the Quotes view, then click Automatic Quote to generate a quote for the opportunity.

   Upon creating a quote, note the following:

   • The Name field is populated with a default value. You can edit this field.
   • The Revision field has a value of 1.

     Each time you revise the quote by clicking Revise, this value increments by 1 and the revised quote becomes the Active quote.

   • The Sales Status field has a value of In Progress.
   • The Active field check box is selected.