Creating Quotes

Creating a quote in Nextian CPQ is similar to creating a quote in standard Salesforce CRM (although adding line items later on differs significantly):

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 New Opportunity action button
3. Open the opportunity details and add a new quote as shown below (an opportunity can contain multiple quotes).
4. Open the quote details to add items.