Create quote from Opportunity/Account Screen

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Create from Opportunity / Account screens

  1. Open the Opportunity/Account Screen
  2. Select ‘New’ from JDQuote group
  3. JDQuote QuickAdd will popup
    1. Autofill – When creating a quote from an opportunity:
      1. Quote Name will pull from the Opportunity Title
      2. Linked Inventory and Trades will be attached automatically, along with the Opportunity from which it was created
    2. Default – Smart defaults are set on JDQuote fields:
      1. Quote Type = Purchase
      2. Owner = current user
      3. Expiration Date = one week away
      4. Status = Active
  4. Select Create
customertraxCreate quote from Opportunity/Account Screen