Siebel Order Management Guide > Creating a Quote or Order >

Process of Creating a Quote

To create a quote, perform the following tasks:

1. Create the Quote record in one of two ways:
   • Starting a Quote. You can create a new quote record manually from a number of screens.
   • Using Auto Quote from an Opportunity. Alternatively, you can create the new quote record by using Auto Quote from an opportunity.
2. Performing Common Tasks for Creating Quotes and Orders. Because the remaining tasks for entering information about the quote are the same whether you are creating a quote or an order, they are covered in Common Tasks for Creating Quotes and Orders
3. Verifying the Quote. When you have finished creating a quote, you should verify it to see if you have made any errors.