Can I create a Quote from a Product?

Yes, you can create a Quote from a Product record.

Follow these steps to generate a Quote:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to the Inventory > Products. The Products page opens.
4. Select and click to open a record. The record Summary View opens.
5. Click More.
6. Go to the Attachment section.
7. Select Quotes. A Creating Quote window opens.
8. Enter or select the following information: 
   1. Quote Details: Enter general information about the quote, such as quote number, date, and status.
   2. Item Details: Enter products or services being quoted, along with quantities and prices.
   3. Address Details: Enter the billing and shipping addresses for the quote.
   4. Terms & Conditions: Define payment terms, validity, and other conditions related to the quote.
   5. Description Details: Enter any additional notes or descriptions relevant to the quote.
9. Click Save.

The quote linked to the product can be seen in the Sales Ops widget in the Summary View of the products record.

To learn more about Product Details and Related Actions, click here.