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Create or edit a quote

One way you might increase your sales is to add all products that your customer might need to your quote. Your Microsoft Dynamics CRM system might offer product bundles or product families to make it easier for you to choose products for upsell and cross-sell.

Most sales begin with a price quote, which eventually becomes an order.

You'll probably edit a quote multiple times as a sale progresses. Initially, you create a draft, and then you need to activate it when it's ready to go to a customer.

When the customer accepts the quote, you create an order. Otherwise, you close the quote as revised, canceled, or lost.

On this page:

Create a quote from an opportunity

Create a quote

Edit a quote

Typical next steps

Create a quote from an opportunity

  1. Go to Sales > Opportunities. (How do I get there?)

  2. Choose the opportunity you want to add a quote to.

  3. In the Quotes area of the Opportunity screen, choose +.

  4. To add products from your opportunity to your quote, click Get Products at the top of the Quote screen and choose OK.

  5. Type shipping and payment information in the Shipping Information area of the Quote screen.

  6. Type the billing and shipping addresses in the Addresses area of the Quote screen.

  7. Choose the Save button at the bottom right corner of the screen.

  8. When your quote is ready to send to your customer, choose Activate Quote at the top of the screen.

Create a quote

  1. Go to Sales > Quotes. (How do I get there?)

  2. Choose New.

  3. Add your customer's contact information.

  4. To add products from your opportunity to your quote, choose Get Products at the top of the Quote screen and choose OK.

  5. In the Shipping Information area, type shipping details.

  6. In the Addresses area, type shipping and billing addresses.

  7. Choose the Save button at the bottom right corner of the screen.

  8. When your quote is ready to send to your customer, choose Activate Quote at the top of the screen.

Edit a quote

  1. Go to Sales > Quotes. (How do I get there?)

  2. Choose the quote you want to edit.

  3. Add or change any details about your quote.

  4. Choose the Save button at the bottom right corner of the screen.

  5. When your quote is ready to send to your customer, choose Activate Quote at the top of the screen.

 
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