Siebel Order Management Guide > Creating a Quote or Order > Process of Creating a Quote >

Using Auto Quote from an Opportunity

If sales representatives are working with an opportunity where the products have already been specified, they can save time by using the Auto Quote button of the Opportunities screen to generate the quote.

Products are automatically copied from the opportunity to the quote if the Auto Quote check box for the product is selected. When end users create opportunities, they use the Product view of the Opportunity screen to specify products for the opportunity. When they add a product to this list, the Auto Quote check box is automatically selected, but they can exclude a product from a quote by clearing this check box.

This task is a step in Process of Creating a Quote.

To use Auto Quote

1. Navigate to the Quotes view of the Opportunities screen.

   The opportunity for which you want to generate a quote must be selected.

2. In the Quotes list, click Auto Quote.

   A new quote record appears. The products from the opportunity are copied into the quote.

3. Fill in the Name and Price List fields for the quote.
4. Optionally, drill down on the quote name to display the Quote Line Items view, where you can perform further work with the quote's products.