Products and Quotes

How to add taxes to the quote tool

Set up the taxes available in CRM and review how they apply to quoted products.

Set limits and percentages so quotes follow clear pricing rules.

Organize prices by customer or channel and choose the currencies CRM uses for quotes.

Prepare the product and service catalog so your team can quote consistent names, units, and prices.

Set the starting number, series, and scope for quote numbers inserted into generated documents.

Add products to an opportunity and review prices, taxes, and totals before presenting your proposal.

Design a reusable quote template with your company branding, customer details, product lines, and totals.

Prepare a quote within an opportunity, generate its document, email it, and later find the file and its activity history.