Get started with quotes
Use quotes to provide customers with estimated prices for goods and services. After a customer accepts a quote, mark it as won and convert it to a sales order or invoice, depending on the items included.
Open Menu, and then select Sales > Quotes. On the Quotes page, you can:
- Search for quotes and filter by customer, quote date, expiration date, status, sales representative, or total.
- Create, copy, edit, send, print, delete, and change the status of a quote when its current status permits the action.
- Personalize list columns and save list views.
- Open a quote to review its customer, items, pricing, status, dates, addresses, and activity.