Customer Quote from Vendor RFQ

You can create customer quote from Vendor RFQ.

In the Vendor RFQ Detailed View, you can see a Create Customer Quote button.

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• Clicking on this button will bring up a New/Edit Quote screen with the RFQ line items filled in the Quote screen.
• Edit any information you want, select the Customer Account and/or Contact.
• Click Save.

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Once saved, you will be redirected to the new quote created.

• Here in the quote, you can find the link to “Related Vendor RFQ”.

Similarly on the Vendor RFQ, you will find link to “Related Customer Quote”.