Quotes
A quote is a non-posting estimate of the products or services, quantities, prices, discounts, tax, shipping, and terms offered to a customer. Create, copy, edit, send, or delete quotes from the Sales work area. After the accepted quote reaches Closed - won, you can convert it to a sales order. If it contains only nonfulfillable items, you can instead convert it to an invoice.
Using quotes lets you:
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Offer personalized solutions to your customers that minimize negotiation
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Provide your customers with your latest pricing, including discounts
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Gain insights into your anticipated revenue
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Build customer trust by providing cost breakdowns
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Ensure you have a clear understanding of your customers’ needs
Your customers can review and accept or reject a quote. After you close an accepted quote as won, you can convert it into a sales order or an invoice.