Symbient Opta User Documentation
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How to Create Quotes

Prerequisites: None Alternatives: None See Also: Delete Quotes
Search Quotes
Add Items to Quotes

A quote is the estimated cost for a particular job or service.

  1. Log into Symbient Opta and click on the menu options: CRM > Quotes.
    • You will now see a list of any existing Quotes along with the Add button.
    • Quotes are grouped by Customer
  2. Click the Add button to navigate to the new Quotes entry screen.
  3. When the Quotes entry screen opens, fill in all the required information along with options information and click Save.
    1. Required Fields
      1. Company - This is your company and is auto populated by default.
      2. Name - Name of the Quote
      3. Status - What the current status of the quote is:
        • Selections
          1. New
          2. Pending
          3. In Progress
          4. Completed
          5. Cancelled
          6. On Hold
    2. Optional Fields
      1. Description - This is a free form entry field to give a short description of the Quote
      2. Submitted On - Date Quote was submitted to Customer
    3. Protected/Read Only Fields
      1. Amount - This is the total of all products and services entered on the Items tab.
      2. Special Fields
        • Has been submitted to customer - If this box is checked, the Quote has been sent to the customer.
  4. Once you have successfully saved your Invoice, you can add Notes. See How to Add Notes.
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