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 Sales 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 Sales Orders.

3. Verifying a Quote Manually When you have finished creating a quote, you must verify it to see if you have made any errors.