Sales Products and Quotes

When you add a quote to an opportunity, you must select a price schedule in the Schedule drop-down list on the New Quote window.

Your administrator added the price schedules, and each price schedule corresponds to a specific set of sales products. When you select a price schedule, the associated products appear in a product list below the Schedule field.

You use the product list to select the products you want to add to the quote. After they appear in the sales product grid on the right, you can adjust quantities and specific discounts for each product for this quote.

Note: Editing a product for this quote does not change its price in any other quote, nor does it change the price in the product catalog.