Add a Sales Product to a Quote

This procedure assumes that you have already added a quote to an opportunity, but have not yet selected a price schedule or added sales products to the quote.

1. While editing an opportunity, click the Quotes tab.
2. Right-click the quote you want to open and select Open.
   The quote editor opens.
3. Click the Schedule drop-down list and select a price schedule for the quote.
   Note: When you select a price schedule, all sales products associated with the price schedule populate the product list below the Schedule field. You can click the plus sign next to folders to expand them. The sales product grid is found next to the product list.
4. Perform one of these tasks:
   • Double-click a sales product in the product list to move the product to the sales product grid. Information about the sales product appears in the grid.
   • Drag a sales product from the product list to the sales product grid.
5. To edit a selected sales product in the sales product grid, right-click the product and select Open.
   The quote product editor opens.
6. Perform one of these tasks:
   • Enter field information described in Quote Product Editor.
   • Click OK to save your changes, close the quote product editor, and return to the open quote.
7. Click OK to save your changes to the quote, close the quote, and return to the opportunity.
8. Click Save.
   Now you can merge opportunity and quote data into a quote template to generate a quote you can send to the customer.