Creating an Ofca Quote from an Opportunity

  • create a new or open an existing Opportunity
  • to transfer your work into Ofca, click Ofca Quote in the top right corner of the Opportunity page layout

  • if you don't have an active Ofca session, you will initially be redirected to the Login page

  • the Customer Details section of the Quote form is prefilled with Account information

  • after saving the Quote, it will be sent back to Salesforce and any subsequent updates will also be synced

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