Tech to School - Mkl

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Drafts Awaiting Pricing Priced Sent View deleted quotes

New Quote

Create a new opportunity or add a quote to an existing one.

New Deal

MTS Quote Number

Delete Quote

Delete ? It'll be hidden from lists but can be restored from the Deleted Quotes view. The Zoho quote is not touched.

Deleted Quotes

Soft-deleted quotes from Deal Desk. Click Restore to bring one back. Zoho quotes are never touched by this flow.

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Add Manual Line Item

SKU / Product Code

This SKU already exists in

Description *

Cost

MSRP

Quantity

Sell Price

Edit Addresses

Bill To

School / Org Name

ATTN

Address

Address 2

City

State

Zip

Ship To

School / Org Name

ATTN

Address

Address 2

City

State

Zip

Copy Bill To → Ship To

Mark Opportunity as Lost

Reason *

Competitor (optional)

Notes (optional)

Vendor Pricing:

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New Quote

Create a new opportunity or add a quote to an existing one.

Customer / Organization

Opportunity Name

Contact

Contact Name

Contact Email

Customer not found? Enter manually:

Organization Name *

Opportunity Name

Contact Name

Contact Email

Billing Address

Shipping same as billing

Shipping Address

Sales Rep

Add Quote

Quote Subject

Add Product

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MTS Quote Number

Opportunity✎

Account

Contact

Status

Stage

Probability

%

Expected Revenue

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Quotes (select primary)

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Notes

Deal Desk Settings

Terms & Conditions (shown on PDF quotes)

One clause per line. This text appears at the bottom of every generated PDF quote.

Add Quote Note

Note