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            Create a New Multi-Root Quote

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            Create a New Multi-Root Quote

            To estimate how much a policy would cost, you use a quote. Multi-root quoting allows you to add more than one product to 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.

            1. Go to the Opportunities object list view.
            2. Select the Opportunity you want to create a quote for or create a new Opportunity.
            3. On the Quotes panel, click the carat or button for New Quote.
            4. On the New Quote window, enter a Quote Name.
            5. (Optional) Enter Information in the other fields on the New Quote window.
              Important
              Important

              Don'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.

            6. Click Save.

            When you click Save, you create a blank quote record. Add a product and insured parties or insured items to configure the quote to meet your needs.

            Configure a Quote

             
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