Creating a Quick Quote
- Navigate to the Opportunities tab, select an existing opportunity, and click Create Quick Quote. The Catalog page is displayed with products from the price list associated with that opportunity.
- Search and configure products, add them to the cart, and finalize the cart.
After you finalize the cart, you are redirected to the Quote Details page of the quote created when you click Create Quick Quote. You are also redirected to the Quote Details page if you save, abandon, or close the cart. Your quote is ready using the Quick Quote mode.
