Primary Quote Actions
Adding Products To Quotes
Add Notes to a QuoteNotes can be added to the quote record by clicking Note icon. Click here to find out more about Creating & Using Notes.
Add Links to a QuoteSetting links and relationships between Quote records and other Gold-Vision items can be done by clicking the links icon on the Quote menu. Select the item type that you would like to link to the Account, select the Relationship then click Add.
Creating document templates from a QuoteDocument templates can be created from a Quote record using the Word icon.
Further Quote Actions
You can create as many Quotes as needed for an Opportunity. It may be that you have sent a Quote to a customer and they have asked you to send two quotes for the same business but for one Quote they would like additional items to be included or excluded.
To speed the process up you could use the Copy Quote functionality from a Quote Record that you have already created.
You can copy quotes multiple times and move forward the Estimated Close Date at intervals when you copy.
From a quote, select Action – Copy –then Select an Opportunity – a new dialog box displays asking how many quotes to create and at what interval; monthly, quarterly, annually or none. The interval moves the Estimated Close Date forward by the selected amount.
The copy quote interval can be useful to manage subscriptions or other re-occurring payments.