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)
