Creating and sending a quote

Quotes let you formally propose pricing to a contact. To create one:
1. Go to an opportunity and click "Create Quote"
2. Fill in the contact name, email, line items, and notes
3. Click "Send Quote" — this emails the contact a link to review it

The contact receives a professional quote page where they can Accept or Decline. You'll be notified when they take action.

Quotes are also accessible from the Accounts menu → Quotes.