Creating New Quotes

Creating a quote in Nextian CPQ follows a similar process to creating a quote in the standard Salesforce, though adding line items differs significantly. In order to create a quote:

1. Open details of the account to create the quote for.
2. Create a sales opportunity (a quote cannot exist without an associated opportunity) using the New Opportunity action button
3. Open the opportunity details and create a new quote as shown below (an opportunity can contain multiple quotes).
4. Open the quote details to add line items.