Creating a quote in Nextian CPQ is similar to creating a quote in standard Salesforce CRM (although adding line items later on differs significantly):
- Open details of the account to create the quote for.
- Create a sales opportunity (a quote cannot exist without an associated opportunity) using New Opportunity action button
- Open the opportunity details and add a new quote as shown below (an opportunity can contain multiple quotes).
- Open the quote details to add items.
