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User Guide

  • Sales Automation
    • Introduction
    • Better Manage Prospection
    • Contact Management
    • Account Management
    • Opportunity Management
    • Tasks Management
    • Track your Team’s Activities
    • Improve Team Collaboration
    • Create Dashboards
  • Customer Service Automation
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  • Custom buttons
    • Introduction
    • Mass Action
    • Clone
    • Convert Lead
    • Create Vcard
    • Add to Google Calendar
    • Generate Quote
    • Recalculate Amount
    • Update Opportunity
    • Genreate Invoice
    • Fill Billing Address
    • Fill Shipping Address
    • Close Task
  • Integrations
    • Introduction
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    • Yammer
    • Myddleware
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  • Keyboard Shortcuts
  1. Home
  2. User Guide
  3. Custom buttons
  4. Generate Quote

Generate Quote

  • Click on the opportunity tab.
  • Click on the opportunity itself.
  • Click on ” Generate a quote “.
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Updated on September 26, 2019

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