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creating quotes and orders its easy to create quotes and orders from sage crm before you start ensure your system administrator has set up product families products and price lists you can create an immediate quote to send to a customer and link it to an opportunity later click new and select new quote or you can create a quote directly from an existing opportunity record open the opportunity and click quotes new because the quote is linked to an opportunity prospect information is filled in already in this example price lists have been set up for partners retail customers and wholesale customers you can add a description about your quote and a discount lets give five percent discount because hes a returning customer to add existing products to your quote click new line item to add a product thats not included in your standard price list click new free text item and to add a comment about the quote click new comment line item lets add three expense manager licenses to the quote cl
