Has someone shareable experience, tips, etc. concerning the following process:
Name: simple quotation
Description: Incoming call or e-mail -> Create new opportunity (linked to the call / e-mail, contact, account) -> Create task "Create quotation" with deadline and priority -> [later on] Open task "Create quotation" -> Create quotation (linked to the opportunity, contact, account) - add products, check discounts -> Send quotation by e-mail (add product documentation) -> Create follow-up task (call) -> Complete and close the task "Create quotation"