Quotes Toolbar

The Quotes tab on an opportunity workspace contains a toolbar for working with quotes for the opportunity.

This table describes the default buttons on the Quotes toolbar.

Quotes Toolbar

Button Description
Add New Click this button to add a quote to the opportunity. See Add a Quote to an Opportunity.
Open Click this button to open the selected quote. See Edit a Quote.
Print Click this button to print the selected quote. See Print a Quote.
Copy Click this button to copy the selected quote. See Copy a Quote.
Delete Click this button to delete the selected quote. See Delete a Quote.
Send Click this button to send the selected quote to the customer. See Send a Quote to a Customer.
Options Click this drop-down list to choose report options.