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Final Quote Notes
Click Finish- DO NOT click proceed to final spec. This is for Tech services only. You’re products will appear on the right side. Add more products as needed. Once all products have been added, click the Quote number at the top to return to your line items. You must go over this information and verify that it is all correct. You can update any of the information in your quote or your opportunity at any time as needed by clicking the three dots under Actions and clicking Change Options. DO Not click adjust pricing- this feature does not work. You will never need to click Submit on a quote. Once your document is signed, you will only need to submit your opportunity through Salesforce.
TIP: To quickly create line items for same products with different target areas, click copy line using the three dots on the line item you want to copy. Then update the targeted area as needed.
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