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How to add a Quote

Go to Accounts on the sidebar menu

Click on the Quotes tab

Click on the Add Quote button

If you would like to add an Opportunity for the Quote please click Yes and click HERE on how to add an Opportunity

Click No if you do want to add an Opportunity

Fill out the required fields under Quote Details

Click HERE to learn more about configuring an Quote Type and Quote Sub Type

Select a contact for the Quote under Contact Details by clicking the small contact card icon

Change the Quote Status

Click Add Quote button