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Send your first quote

Create a quote for an opportunity, add products from a price list and watch your margin as you price it.

What you will learn

Build the quote
Link a price list, add its products and set the quantities.
Discounts and margin
Discounts update the total and the margin right away; a price below cost turns the margin red.
Status and PDF
Move the quote from Draft to Pending to Approved, and open it as a PDF to send.

Products & sales documents

7 lessonsApprox. 20 min
Your progress0%
  1. Add your products2:55
  2. Set up price lists2:18
  3. Send your first quote2:45
  4. Send and track samples3:00
  5. Turn a quote into a sales order2:52
  6. Set your document numbers2:59
  7. Set up your bag types2:44

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