Create a spot quote

Frequent creations are spot quotes. Open the screen to create a spot quote via quick create, the module “New” or in the document list.

Since spot quotes often don't lead to a deal, they need to be treated separately in a statistic. That is the reason, why spot quotes and offers are two different document types, even though they are similar in many ways. The screen for spot quotes is basically the same as it is for offers. Some fields that are not need for spot quotes have been removed to make the process quicker and easier.

The process of filling out the form is the same as it is with offers.