How to Create a Quote in Salesforce

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Here is a step-by-step tutorial to create a quote in Salesforce:

1. Navigate to the Opportunities tab and select My Opportunities.
2. Choose the opportunity where you want to create the quote and click on Products‍
3. Select Add Products.‍
4. Add the product you are creating a quote for and hit Next.‍
5. Edit the Sales Price and Quantity as per the quote. Hit Save.‍
6. You can now see the updated price and quantity on the screen.
7. Go back to the opportunities page and click on Quotes in the right column.
8. Click on the New Quote button.
9. Fill in the fields in the Quote Information section. (Name, Expiration date, and Status.)
10. And finally, hit Save.‍
11. You will now see your updated quote with the new price and quantity.

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Also read: How to create a report in Salesforce.