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Adding products to an opportunity
- Within the context of an opportunity, click the Quotes tab.
- Click New.
- Complete the fields on the and click Save.
You can add a discount on a quote or order, which has no line items. You can do this to raise a credit note, or to give a special customer discount. For example, to give a customer $10 off every order, you can add $10 as a discount before the customer has decided on the products.
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Click Next. The New Line Item panel is displayed.
- Complete the fields on the New Line Item panel.
- Click Save and New to add the next line item, or Save to add the line item and quit the New Line Item panel.
When editing a line item, you cannot change the product or product family.
When you've finished adding line items, you can do the following.
- To update the Quote Summary panel and the Line Items discount area, click Change Summary.
- To add more line items to the quote, click New Line Item.
- To add a free text line item, click New Free Text Item. For example, you can add a line for a product which isn't displayed in your standard price list. You can also add a description, quantity, and price for the line item. These line items are included on the printed quote.
- To add a free text comment, click New Comment Line Item. For example, extra information about another line item in your quote. You can add a line number and a description. For example, if you add a Line Number 2, the comment is positioned as the second line item. If you've already selected other line items, their line item numbers are moved accordingly. Comment line items are included on the printed quote.
- To create a new quote based on the existing quote information, click Clone.
- To change the quote into an order, click Convert.
- To mail merge the quote with a quote template document, click Merge to Word or Merge to PDF.
- If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
- To add the quote to an existing group of quotes, click Add This Record To A Group. For example, you could create a group as part of a mailing action. For more information, see Groups.
See Also
Changing preferences
Opportunity fields
Sending a quote
Closing a sale
Manually progressing opportunities
Creating quotes and orders outside the opportunity context
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