Generating a quote

You can generate a quote using a quote template and a quote record.

1. Open the quote record.
2. Follow the instructions in Steps to perform a mail merge.
3. Progress the opportunity to the next stage in the sales cycle. For example, click Proposal Submitted on the Opportunity Summary page. The sample workflow may vary slightly from your customized workflow.
4. Complete the required information and add a tracking note. All changes are reflected on the Opportunity Tracking tab.