Create a New Quote

To create a support quote:

Go to Sales > Quotes.
Click the Add Quote button.
Choose Add Support Quote from the drop-down list.
Choose the relevant Company to be associated with the quote.
You will see the Contact Information drop-down auto-populate based on the Company you have chosen. You can also add new contacts by clicking the + button.
Fill out the other required fields, including quote type (new), quote status (draft), coverage dates, sales rep and creation date.

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