Creating a quote without a preexisting opportunity

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. A quote is always associated with an opportunity.

You can either create a quote for an existing opportunity or create a quote even without the existence of an opportunity for it. If you create a quote without a preexisting opportunity, the opportunity is automatically created when the quote is created.

You can create a quote for an existing customer, a new business customer, or a new consumer customer.

The quote creation process involves the following tasks:

• Associating an opportunity to the quote. An opportunity can be associated to a quote either explicitly or implicitly. You can associate an opportunity to a quote by creating a quote for the opportunity. An opportunity can also be associated to a quote when the quote is created without an opportunity in context. In such a scenario, the opportunity is automatically created for the quote.
• Defining the details of the customer for whom you are creating the quote.

You can perform the following tasks: