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