Creating Quotes

Use this procedure to create quotes.

This task is a step in Process of Creating Quotes.

To create a new quote

  1. Navigate to the Quotes screen, then the List view.

  2. From the visibility filter, select My Quotes.

  3. In the Quotes list, create a new record.

  4. Complete the fields as necessary.

Related Topics

Setting the Price List for Quotes

Copying or Revising a Quote

Allocating Vehicles to a Quote