...
Navigate to the detail screen of the case that you want to create a quote for. Any user can create a quote for a case.
Using the “More” menu, select “Quote event”
Then, search for and select the items you would like to quote on this event, then click Next.
Then review your items and add a note to the quote, then click “Create”
The Quote will pull the Facility Contract Price for each item and will display a warning icon if there is no facility price. For more info updating facility prices check out this article.
Next, an admin or operations user, should review and approve the quote so I can be sent off. Anything needs to be changed they can edit it.
Now, you have a few options at the bottom to take advantage of:
You can download a PDF of the quote
Send it as an email attachment
Edit the quote
Delete the quote
...