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Create quote on opportunity

A sales user creates a Quote with line items on an existing Opportunity.

When this happens: You click Create Quote on an Opportunity detail page.

Step by step

  1. 1

    Click Create Quote on an Opportunity.

    EasyCRM shows the Quote form. Opportunity is auto-linked. Quote Number is auto-generated (Q-YYMMDD-NNN). EasyCRM shows fields: Price Book (optional, dropdown of active price books), Valid Until (required, ≥ today), Tax Rate (default from system config), Notes (optional).

  2. 2

    Optionally selects a Price Book. Sets Valid Until date.

  3. 3

    Add line items: clicks Add Line Item, selects a Product from lookup (active products only), enters Quantity (≥ 1).

    Auto-fills Unit Price from the selected Price Book (or Product catalog price if no Price Book). If Price Book has volume discount tiers, applies the tier matching the quantity.

  4. 4

    Optionally enters a Discount (%) on the line item.

    EasyCRM calculates Line Total: Quantity × Unit Price × (1 − Discount/100). EasyCRM updates running totals: Subtotal, Tax Amount, Total.

  5. 5

    Add additional line items as needed.

  6. 6

    Click Save.

    EasyCRM checks: at least one line item; Valid Until ≥ today; all quantities ≥ 1. EasyCRM checks if any line-item discount exceeds the configured threshold (default 15%). No discount exceeds threshold — Quote created with status Draft Discount exceeds threshold — see UC-4.3 (Discount Approval). If other Draft/Sent quotes exist for this Opportunity, they are auto-expired. EasyCRM takes you to Quote detail page. Toast: Quote [Q-Number] created.

Other paths

Quote for $0 (free trial)

Add line items with 100% discount. Total = $0. $0 Quotes do not require discount approval regardless of discount percentage. EasyCRM creates as Draft

Price book with volume discounts

Select a Price Book at step 4. When you enter Quantity at step 5, system auto-applies the matching volume discount tier from the Price Book, adjusting Unit Price before any manual discount.

If something goes wrong

No active products

No active products in the catalog. EasyCRM shows: No active products available. Please contact an administrator Quote creation blocked.

Valid until in past

If Valid Until < today. EasyCRM shows: Valid-until date must be today or later

Opportunity already closed

Opportunity is in Closed Won/Lost stage. Create Quote button is hidden. API returns 400.

Good to know

  • Quote Number format: Q-YYMMDD-NNN (sequential daily).
  • Only one active (non-expired, non-rejected) Quote per Opportunity. New Quote auto-expires previous Draft/Sent.
  • $0 Quotes bypass discount approval.
  • Volume discount tiers from Price Book are applied before manual discounts.