Generating a quote

From an opportunity you can create a new quote. This quote is an automatically generated document that contains the details of the organization and your company. It can be opened in your word processor of choice for editing.

If a statement of work for an opportunity has been created, the quote will automatically show the deliverables and calculated price.

Edit the template for automatically generated quotes by entering your shared drive through VOGSY, then go to Templates.

All members of the team of an opportunity will be notified if a quote is generated.

A quote can be deleted as long as it has not been sent.