Creating a quotation

Prepare a customer proposal in CRM before creating a financial sales document.

Step by step

1. 1Open CRM → Leads and open the relevant saved lead.
2. 2Review the lead's customer and product information before using its New Quotation action, where available.
3. 3The current action creates a sales-order record and opens it for review. Confirm the proposed products, quantities, prices and terms there.
4. 4Complete the record's available approval or sharing process before progressing to an invoice.
5. 5Review the generated sales order before manually creating another one.