Navigating a Quote
Final Reminders To Finish a quote, DO NOT click Proceed to Final Spec. This is for Tech Service only To duplicate lines in a quote, create your first line, then click the three dots under actions. Export your quote, then click More at the top right and import that same line information At any point, you can click the Quote Number in blue at the top right of the screen to return to your Quote page You will never need to click Submit on a Quote. Once your pandadoc has been signed, you will only need to submit your opportunity in Salesforce To Remove a product under a quote, click the three dots under Actions on the line item you want to remove. Then Click Remove You can export information from a Quote into a new quote. An example of when to use this would be if you are completing an MLA in which all locations have the exact same product information, or if you accidentally create a quote on the wrong account. To do this open the quote that your created, click More, then click Export. Create your new quote, then click More and click import
SOP Folder
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