Step By Step

How to create a quote from a Growth business opportunity
Once the salesrep has created a growth business opportunity and needs to send a quote to the customer, he will click the “create quote” button in the opportunity page.
Information copied and prefilled in the quote Then the user will arrive on the quote edit page with some prefilled information. All prefilled information are listed below.
Other information needed to save the quote Some other information not prefilled are mandatory to save the quote:
Optional Quote Information The user fills all the information in the quote header
Then the user clicks on Save and quote is saved with related quote line items
Product information All product related information is handled in the quote line items. The information of the quote line items are prefilled with available data in the product information section of the opportunity. In the quote line item the information that can be handled are the following
The user fills the price and the volume for each product included in the quote. Let's have a closed look to pure/diluted quotation process:
The user fills the price and the volume for each product included in the quote. Let's have a closed look to pure/diluted quotation process:
The user has a growth business opportunity on an existing product and his customer has asked him to send him a commercial offer to finalize the negotiation. The user prepares his quote. Let's take an example:
The user fills the prices and the volume for each product included in the quote. The user updates price and volume and click on save. The quote is ready.
Payment terms automation: Payment terms can be managed at the quote header OR at the quote line item level.	If a payment term is set at the quote header level, payment terms of the line items will be set this value. If a payment term is set on the header, and the user set a different payment term on a line item, the header payment term will be set to 'no value'. If a user update the header payment value from 'no value' to a value, all line items payment terms will be updated to this value, even if they had a another value.