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