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CRM · Products and Quotes

How to prepare a quote from an opportunity and convert the opportunity into a sale

Prepare the quote inside the opportunity and record the sale from that same process once the customer confirms the purchase.

Opportunity, quotation, and sale sequence

Published on October 19, 2026

In CRM, you prepare a quote inside an opportunity. You do not create a separate quote and link it afterward: when you quote from the opportunity, its products and quantities stay in that transaction context. If the customer confirms the purchase, convert the opportunity into a sale from the same process.

Quote prepared in an opportunity and recorded as a sale

Prepare the quote inside the opportunity

  1. Open Opportunities and open the correct record. Confirm the contact, concept, currency, and expected amount.
  2. From the opportunity actions, select Edit and then Quote. The quote panel opens in that opportunity context.
  3. If you use the filters, select a line, brand, and model when applicable; choose the right price list and find the product or service.
  4. Enter the quantity and select Add for each line item. Check unit, price, discounts, and taxes, and make sure the items match what you discussed with the customer.
  5. Accept the quote panel and save the opportunity to keep the quote there.
Quote tool opened from an opportunity with product filters

When the customer confirms: convert the opportunity into a sale

  1. From that same opportunity, choose Convert to sale in the action menu.
  2. In the sales form, review contact, concept, products, amounts, date, and currency. Correct any difference from the agreement before saving.
  3. Mark the sale as paid only if payment has been received. Purchase confirmation and payment can happen at different times.
  4. Save the sale and confirm that it is associated with the process and has the correct commercial details.
Separate sale form started from the opportunity
Example: an opportunity is for 12 licenses and an implementation session. Add both items to the quote from that opportunity. When the company approves the proposal, convert the opportunity into a sale and review the agreed terms in the form. If payment will come later, leave it unpaid.

A quote and a document are different actions

Quote opens the quote panel to define products, quantities, and prices in the opportunity. Generate document creates a file from a template. You can use a template to present the proposal, but the file does not replace the product details saved in the opportunity or record the sale by itself.