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Step to create Quotation in MS CRM 2013

By Siddharth on 2/7/2014

In previous blog I discussed about “ How to create Order in MS CRM 2013 “ Today I going to describe “How to create Quotation in MS CRM ”. Here I have describe to create the quotation in MS CRM 2013 .The Quotes option is available from navigation menu of the Sales entity.

After Click on Quotes a new Page is open which contains the list of Existing Quotes & there is 'New' button to create the new Quotes. Please see the screenshot below.

On clicking New button a new Quote form is open, this form contains some mandatory fields like Quote ID, Revision ID, Name, Currency, Price list, Potentials Customers.

Quote ID-  Its a auto generate field.

Revision ID- Its auto generate field.

Name-  Enter the Name of the Quotation.

Currency- Select the Currency for the Quotation.

Price List- Name of the Price List in which the Product Item is available.

Potentials Customers- Name of the client, for which customer Quotation is preparing.

After filling all the Mandatory field then save this Quotation, Now your Quotation is save, after saving the Quotation then add the products for this Quotation, please see the snapshot below.

Now the New Quotes is created with quote products.

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