How do you create a quote from a sales opportunity?

Required tools

• A sales opportunity with product lines — The lines are included with the offer.
• Correct price list for the customer — Otherwise, it must be selected manually.

Create the offer

1. 1.Start from the opportunity

   Create the quote from the sales opportunity itself. This carries over the customer, contact person, price list, and product lines, while retaining the link back to the opportunity. If you create the quote as a standalone item, you lose this connection in the reports.

2. 2.Check the line items and prices

   Review quantities, units, and prices before proceeding. Errors here carry over to orders and invoices, where they are more costly to correct.

3. 3.Set the effective date and terms

   An offer without an expiration date tends to linger. The date also provides a natural opportunity to follow up.

Send and follow up

1. 4.Activate the offer before sending

   Activation locks the content, ensuring that what the customer received matches what the system displays. If you send a draft, the content can be changed afterwards without leaving a trace.

2. 5.Generate and send the document

   Use the document template and send the PDF to the customer. Attach it to the quote in the CRM so the next person can find exactly what was sent.

3. 6.Update the sales opportunity

   Move the sales opportunity to the correct stage once the quote has been sent. This ensures that the pipeline shows the actual status of each deal.