Creating a quote

To create a request for quote on behalf of a customer:

1. Go to Quotes (see Navigation). The list of quotes is displayed (see Viewing the list of quotes). 

2. Click Create. The New request for quote page is displayed.

3. In the Account list, select the required account. You search by ID and name.
   

4. Specify the details of the request by filling in at least one of the parameters:

   • Name — the name of the request (up to 150 characters). If you do not specify a name, it will be generated automatically based on the other parameters:

     • Name of the uploaded file with products.

     • The first 150 characters in the Comment field.

     • Name of the first added product name.

   • Comment — the text of the request (up to 3000 characters).
     

   • Requested products — upload a file or select from the list:

     • The uploaded file must be no larger than 3 MB. The following formats are supported: pdf, doc, docx, xls, xlsx, ppt, pptx, txt, csv.

     • To add a product from the list:

       1. Click Add product. A new parameters line will be displayed.
          

       2. In the Product list, select the required product. You can search by ID and name among all published products (see Viewing the list of products).

       3. Enter the required quantity next to the product name.

       4. To add another product, repeat the steps. Maximum is 30 products.

       5. If you need to remove a product, click the button next to the quantity field.

5. Click Create. The request for quote will be created and displayed in the list.