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Generating a quick quote or order
You can quickly generate a quote or order using a default template merged with existing record details, and then print it or email it to a contact directly from Sage CRM. You can ask your System Administrator to change the default template if it doesn't suit your needs. You can also generate a quote or order using a choice of templates rather than the default quick template; the steps are described in Sending a quote and Printing an order.
You can create a quick quote or order in the context of an opportunity or a company, or from your My CRM area.
- Click New | New Quote or New | New Order.
- Alternatively, open the opportunity record or the company record for which you want to create a quick quote or order. If workflow is enabled, you might have to progress the opportunity before you can create, print, or send a new quote or order based on the record.
- Complete the fields on the New Quote screen or the New Order screen. You can link the quote or order to a company or person using the advanced search buttons.
- Click Next.
- To preview the quote or order in a new window, click Print Quote or Print Order. Use the PDF buttons to print or save the quote or order.
- To save the quote or order without printing or emailing it, click Continue.
See Also:
Sending a quick quote or order
Creating a quote or order template
Creating a new template and adding merge fields
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