Using CRM 3.0 SBE Edition. I want to create a Quotation for Services (e.g. CRM Implementation) which do not have any product sale. I need to enter the total cost of the service directly in Total Amount field of Quotation. How can I do this?
You will still want to enter a quote product, but just select "write in product", enter the name of your service, quantity of 1, and make your unit price the cost of the service. That will make the total amount reflect the cost of the service, and give you a place to enter a service description.