How to Create a Quote- New Sale Creating a Quote Once you’ve completed a New Sale opportunity in Salesforce, copy the Opportunity ID and click Launch EQ
In EQ, click Salesforce Quote. Then paste your opportunity ID into the pop up and click Create
To add products to your Quote , click Add Items
Products are grouped together by Target Area , so if you have multiple of the same product going in one place, set the quantity to how many
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SOP Folder
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