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Creating quote from opportunity versus creating opportunity from quote

Lane Edwards

According to the way I was taught to use sugar while working at sugar, was to convert a lead into an account/contact/opportunity and then to go back in and create the quote. This process has always worked for me and I have carried it over into my new job. However, the new job has been using sugar differently and I want them to convert to my process. As such, they asked me to put my process onto paper in a step-by-step guide. As opposed to reinventing the wheel, I searched through the sugar website and found a article in the support section on how to create an opportunity from a quote. What I did not find, was anything detailing the opposite on how to create a quote from an opportunity. Have I been doing it wrong all this time? What is the best practice? I'd be curious to get others feedback. Even better, if somebody already has a step-by-step guide written out on how to create a quote from an opportunity. 

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  • As a reseller, we work with our clients to work out which method works best for them.

    Some clients, we create the opportunity first, then the quote (or multiple quotes related to the one opportunity). For others, we create the quote first, then create an opportunity from the quote.

    The difference normally lies in the answer to the complexity of the sale. The more complex the sale process, the more likely we'll create the opportunity first. The less complex the sale process, the more likely we'll create a quote first.

    There is no 'right' or 'wrong' here, it's what's most appropriate to the circumstances.

    Ben Hamilton (more)
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  • As a reseller, we work with our clients to work out which method works best for them.

    Some clients, we create the opportunity first, then the quote (or multiple quotes related to the one opportunity). For others, we create the quote first, then create an opportunity from the quote.

    The difference normally lies in the answer to the complexity of the sale. The more complex the sale process, the more likely we'll create the opportunity first. The less complex the sale process, the more likely we'll create a quote first.

    There is no 'right' or 'wrong' here, it's what's most appropriate to the circumstances.

    Ben Hamilton (more)
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