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How to Create a Quote in Salesforce
With Salesforce, you can easily create and email quotes to your customers.
Salesforce will add the contact information for this person.
The quote is created.
After a quote is created, you need to add line items, or specific products or services, to the quote.
A list of available products appears.
The line items are added to the quote & the Totals section is updated.
After you create a quote you can email it to a customer.
A preview of the quote appears.
Salesforce emails the quote as a PDF attachment.
Finally, you can update an Opportunity so it includes the information from any quote.
Salesforce updates the parent opportunity with the line items and totals from the quote.