How to create a quote: for Account Managers

Step 1: Create a quote

Video - Step 1

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

Video - Step 2

Step 3: Send quote for approval

Video - Step 3

Step 4: Send quote to customer

Video - Step 4

Step 5: Input customer's decision

Video - Step 5

Step 6: Send prices to SAP

Video - Step 6

Revise, Renew, Abandon, Reopen a quote: