Create a quote from the quote related list on Opportunities. This represents a suggested price for known quantity of products.

You can create many quotes for an opportunity in the sales process, but only one of them can be synced. Syncing a quote makes it update the opportunity products and vice versa.

You can click create a quote from the quote detail page, and that will generate a PDF document quote from a standard template.

You can create custom quote templates with your company’s branding.

After you’ve generated one, you can email a quote PDF. You can do this from the PDF preview or the related list.

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