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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
- Navigate to the Opportunities screen.
- In the Opportunities list, select the opportunity associated with the quote, and then click the Quotes view tab.
- In the Quotes list, click Auto Quote.
- 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.
- In the Status field, choose a valid status.
- (Optional.) Drill down on the quote name to display the Quote Line Items view, where you can add line items to the quote.
You can update opportunities with information from a quote. For more information, see Updating an Opportunity with Quote Information.
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Siebel Sales User Guide Published: 18 April 2003 |