How You Prepare Quotes

There are considerations when preparing to send a quote to a customer.

Before you can send a quote to a customer, you must add the quote to the opportunity, add sales products to the quote, and merge the opportunity and quote information into a quote template. Only then can you send the quote.

Note: A quote must always be associated with an opportunity. In order to create or edit a quote, you must first open the opportunity that is associated with the quote.