How to Create a New Quote in Salesforce | Scribe

    How to Create a New Quote in Salesforce

    • Christopher Huff |
    • 0 step |
    • 2 minutes
    Navigate to [https://ministry.lightning.force.com/lightning/page/home](https://ministry.lightning.force.com/lightning/page/home)
    Click "Quotes"
    Click "New"
    Click "Next"
    Click the "Primary" field.
    Enter the Primary contact in this box
    Enter the opportunity in this box
    Enter the account in this box
    Enter the brand in this box
    Select any boxes that apply
    Fill out the "Financials" details
    Enter in any discount information
    Enter the contract information in these boxes
    Enter the Partner Information in these boxes
    Enter the Address information in these boxes
    Choose between Group Line Items or Print Line Items
    Enter any customer notes here
    Click the arrow on the top box to generate contracted price
    Enter in Payment details in these boxes
    Choose between the two available boxes

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