Generating a quick quote or order

You can quickly generate a quote or order using a default template merged with existing record details, and then print it or email it to a contact directly from Sage CRM. You can ask your system administrator to change the default template if it doesn't suit your needs. You can also generate a quote or order using a choice of templates rather than the default quick template; the steps are described in Generating a quote and Generating an order.

1. Click New | New Quote or New | New Order.
2. Alternatively, find and open the opportunity record or the company record for which you want to create a quick quote or order. If workflow is enabled, you might have to progress the opportunity before you can create, print, or send a new quote or order based on the record.
3. Complete the fields on the New Quote screen (see New Quotes page fields for details) or the New Order screen (see Turning a quote into an order for details). You can link the quote or order to a company or person using the advanced search buttons.
4. Click Next.
5. To preview the quote or order in a new window, click Print Quote or Print Order. Use the PDF buttons to print or save the quote or order.
6. To save the quote or order without printing or emailing it, click Continue.