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Create a New Commercial Quote
To estimate how much a commercial policy would cost, you use a quote.
You can't start a new quote directly from the Quote object. Instead, start on the Opportunities object, because all quotes require an opportunity.
- Go to the Opportunities object list view.
- Select the Opportunity you want to create a quote for or create a new Opportunity.
- On the Quotes panel, click the carat or button for New Quote.
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Select Quote in the New Quote dialog box that appears, then click Next.
NoteThe quote record types and their associated pages and LWCs are customizable and configurable.
- On the New Quote window, enter a Quote Name.
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(Optional) Enter information in the other fields on the New Quote window.
ImportantDon't enter a value into the Primary Root Item.
Entering a value into this field causes a conflict that doesn't let you modify the quote on the Quote object.
- Click Save.
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