Convert quote to order workflow

A quote is a commercial document that allows a prospective buyer to see a predetermined set of products and quantities at a predetermined price to be delivered on a specific date. You can use the native quote management application within Salesforce.com to create a quote and convert the quote to an order so that the order can be fulfilled.

1. Log in to your Salesforce.com account.
   The Salesforce.com home page is displayed.
2. Navigate to the Opportunities tab and click the opportunity for which you want to create a quote.
   The Opportunity Detail screen is displayed.
3. In the Opportunity Detail screen, click New Quote from the Quotes panel.
   The integrated quote management application within Salesforce.com is launched and the Create Quote dialog box is displayed.
4. In the Create Quote dialog box, enter a quote name and specify the expiration date for the quote by clicking the calendar icon.
   By default, the name of the opportunity is displayed.
5. Click Save.
   A quote with the specified name is created and the quote details are displayed in the native quote management application.
6. Perform the following actions to add a product to the quote:

   Option	Description
   If you want to add a product using the product ID	Enter the complete product ID in the Add by Product ID field and click the add icon adjacent to the field.
   If you want to add a product by browsing for it	Click Browse. In the Product Search dialog box, search for the required product and click Add to Quote. Note: You can only add products that are available in the catalog of the enterprise for which the quote is created.

   Note: You can only add products to a quote. You cannot add provided services or delivery services to a quote.
7. In the Quote details screen, click Save to update the quote with the pricing information of the product that you have added.

   Optional: You can add attachments, view or add notes, define payment terms or shipment terms, and generate a proposal for the quote.

8. Once the quote is updated and ready for approval, click Actions > Request Approval.
   The quote details screen is refreshed, and:

   • If the quote does not require approval, the status of the quote is changed to Approved.
   • If the quote requires approval, the Approvals dialog box is displayed, using which you can approve the quote.

   If the quote is rejected by the approvers, click Actions > Rework Quote to modify the quote and then request for approval.

9. Once the quote is approved, click Actions > Send to Customer to present the quote to a customer.
   The quote details screen is refreshed, with the status of the quote displayed as Presented.

   After a quote is presented to a customer, the customer may either accept or reject the quote. You can accept or reject the quote on the customer's behalf.

   If the quote is rejected by the customer, click Actions > Rework Quote to modify the quote and then present it to the customer.

10. After the quote has been accepted by the customer, click Actions > Convert to Order to convert the quote to an order so that the order can be fulfilled.
    The Payment Method dialog box is displayed.
11. In the Payment Method dialog box, select an existing payment method or add a new payment method for the quote before converting the quote to an order.
12. Click Confirm.
    The quote details screen is refreshed, with the status of the quote displayed as Ordered.