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Activating a quote

June 7, 2010

Have you created and modified your quote to your liking? Before you send it off to a customer, you will want to activate your quote.

Once activated, the quote will be set to read-only in the system.  If you need to change anything in the quote after you’ve reactivated it, you should create a new quote from the opportunity.

Step-by-Step Instructions

  1. Open a quote.
  2. Click the Actions button on the toolbar, then Activate Quote.

Tips & Tricks

  • Invoices can only be generated from an activated quote.

 

  • You should activate your quote before you print it.  (Instructions for printing the quote are on the next page.)

 

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