How to create a quote: for Account Managers

Step 1: Create a quote

Step 2: Add products & edit price conditions (quote line items):

Step 3: Review price conditions and line status

Step 4: Send quote for approval

Step 5: Send quote to customer

Step 6: Input customer's decision

Step 7: Send prices to SAP

Revise, Renew, Abandon, Reopen a quote: