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Siebel Mobile Guide: Connected > Using the Siebel Mobile Application for Siebel Sales > Managing Opportunities for Siebel Sales >
Creating Quotes Using the Auto Quote Button
Complete the following procedure to create a quote using the Auto Quote button. When you create a quote from an opportunity using the Auto Quote button, a quote record is automatically created under the opportunity using the data from the opportunity. Any opportunity products that have the Auto Quote flag checked are also copied to the quote record. To create a quote using the Auto Quote button
- Tap Opportunities on the application banner to display the Opportunities list.
- Tap an opportunity in the list that you want to convert to a quote.
- Tap Quote in the work area, and then the Auto Quote button to create a quote.
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