When an opportunity accepts a quote and your sales executive updates this approved quote in quote details, we make sure that he doesn’t have to add this entry once again in opportunity details. Vtiger Customization with Automate SMB ensures that the accepted quote automatically gets updated in the opportunity details. If you have multiple quotes against an opportunity, Automate SMB also facilitates that the accepted quotes are automatically summed up and reflected in the opportunity details.
Now, create a quote by clicking on Create Quote – this option comes under the More drop down in the top right corner of the screen.
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