Creating your first Quote

Pre-conditions

• At least 1 Product created
• At least 1 Offering created
• At least 1 Account created
• At least 1 Contact created

Creating your first Quote

Creating your first Quote is easy.

• Enter the Quote creation screen from your CRM or from within MonetizeNow
• Add Offerings

• Adjust prices and quantity with ramps as required

• Adjust Quote settings as needed (e.g. different billing contact, contract start date, net terms)

• Submit for approval (if required)

• Send to the prospect for signature