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Creating a Quote
If this is your first time EVER logging into EQ, you’ll need to click the navigator icon and then click Enterprise Quoting. Click the drop down arrow next to EQ and set it as your homepage.
Navigator Icon
Drop down menu arrow
To start your quote, Click Salesforce Quote. Copy and paste the Opportunity ID found on your opp and click Create.
TIP: If you are trying to locate a quote you’ve already created, DO NOT use the Opportunity ID in the search bar. You will need to use the Quote number on your opp under Quotes.
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