Merge Opportunity and Quote Data into a Quote Template

To define all the information necessary to generate the quote for the customer, add a quote to the opportunity and then add sales products to the quote.

You can merge the opportunity and quote data with a quote template. When you select a quote template from the available options, Opportunity Tracking generates a quote you can save and send to the customer.

1. While editing an opportunity, click the Quotes tab.
2. Right-click the quote you want to merge into a quote template and select Open.
   The quote editor opens.
3. Click Attach Quote.
   A list of available administrator-defined quote templates displays.
4. Select a quote template and click OK.
   The opportunity and quote data are merged into the quote template, and the Quote Viewer window opens with the quote displaying as a Word document.
5. To edit the document, make changes using Microsoft Word.
   Note: You can make any changes you need to customize the quote document, but your changes do not modify the quote template.
6. To merge the same opportunity data into a different quote template, click Merge and select a new template from the Select Template window.
7. Enter a name for the quote in the Custom Document Name field to ensure that the name of the quote is unique for the customer receiving it.
8. Click Save to save the quote and return to the quote editor.
9. Click OK to close the window and add your quote to the opportunity.
   A paper clip icon appears on the Quotes tab.
10. If you want to forecast the quote to close within the specified sales period, select the Forecast check box in the Forecast column.
    The quote amount appears in the Rep Forecast field of the opportunity. See Forecast an Opportunity.
11. Click Save.

Results:

You now can view the quote audit log, which contains all activities related to the quote. See Quote Audit Log.