The Quote Stage

The date the Measure project was published is shown under the Published heading of the Measure stage within an opportunity. There will also be a green checkmark on the opportunity card indicating that it is ready to advance to the next stage .

How To:

1. Tap Create/Update Quotes button
2. Select which project to base the quote off of and then choose Create

Multiple Quotes

If you are creating multiple quotes at once, select which is the primary quote. In addition, the quote with the highest total will be use for the opportunity's Estimated Value.

Linking a quote allows you to create an opportunity and send it through right to the Quote Stage.

How To:

1. From the Overview section of the opportunity select the Link Quote button.
   
2. Search for an existing quote or create a new one.
   
3. Check the box to allow or not allow the header of the opportunity to be overwritten by the customer information for the quote. Click OK to link the quote.
   
4. Move the opportunity to the quote stage and select Attach Linked Quote when prompted.
   

If you would like to create a quote using products selected in the Products Stage, simply go to the Quote Stage and choose Create Quote. You will be notified that this quote will be based off the information provided in the Products Stage.

From the Quote Stage tap the Share Quotes button. If there is more than one quote associated with this opportunity you will be able to select which one to share.

Customize the Document

1. Select the customization options for the proposal document. Note: the option for Request Approval must be checked so the customer may approve the quote via this document
2. When you are done customizing the document tap the Share button

Share the Document

1. Check this box to include identifying information to be included at the start of your message to the Customer
2. Write your custom message
3. Choose whether to send the proposal document via text message or email
4. Send the proposal