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