Quote Detail Page
View the details of a quote such as the Purchase Order number, line items, related activities, projects, and contracts.
You can create and manage any of this information from the appropriate sub-panel.
- To edit the quote, click Edit, make the necessary revisions, and click Save.
- To duplicate the quote, click Duplicate. You can then make modifications to the record and save it as a different quote. The system displays the new record on the Quotes Home page.
- To delete the quote, click Delete.
- To track changes made to the quote over time, click the View Change Log link.
- To create a new opportunity for a quote, click Create Opportunity from Quote.
- To email the quote in PDF format, click Email as PDF.
- To print the quote in PDF format, click Print as PDF. By default, the quote is printed as a proposal. To print an invoice, select Invoice from the adjacent drop-down list.