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Create and Manage Quotes
Create quotes to show your customers the prices of the products and services that you offer. Create a set of quotes to show different combinations of products, discounts, and quantities so customers can compare prices. Then add and sort products as needed to keep your quotes up to date.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Performance and Developer Editions |
| In Sales, also available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To view quotes: | Read on Quotes |
| To create quotes: | Create on Quotes |
| To add quote line items: | Edit on Quotes AND Read on Products and Price Books |
See Also
Create a Quote
- Click New Quote on the Quotes related list on an opportunity. The Subtotal, Discount, Total Price, and Grand Total fields show values from the opportunity. If your Salesforce admin has enabled Create Quotes Without a Related Opportunity in Quote Settings, you can click +New Quote on the Quotes page.
- Complete the fields.
- Save your changes.
- A unique quote number is added.
- Products on the opportunity are copied to the quote as line items.
- The grand total is recalculated based on the taxes and shipping information that you entered.
Add a Line Item to a Quote
- Click Add Products in Lightning Experience or Add Line Item in Salesforce Classic in the Quote Line Items related list.
- If no price book was selected on the opportunity, select a price book for the quote. Otherwise, the quote uses the opportunity’s price book.
- To locate a line item, enter search criteria in the lookup.
- Select the products that you want to add, and then click Next in Lightning Experience or Select in Salesforce Classic.
- Complete the fields. The sales price defaults to the product’s list price as recorded in the price book. Depending on your permissions, you can edit the sales price.
- Save your changes.
The line items are added to the Quote Line Items related list. The grand total in the detail section is the sum of the related line items. The discount is the average discount for the line items.
Sort Line Items in a Quote
- Click Sort in the Quote Line Items related list.
- In Salesforce Classic, use the arrows to sort line items. In Lightning Experience, drag line items into the order you want.
- Save your changes.
The sort order updates after you sync related opportunities. The PDF quote also includes the sort order.
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