#salesforceplayground#salesforce
Customer Quotes in Salesforce
As your sales reps work their deals, they prepare quotes for customers. Quotes show your customers the prices of the products and services your company offers.
Your reps have the flexibility to create a set of quotes that show different combinations of products, discounts, and quantities. That way, your customers can compare prices.
First things first, though. Our Salesforce admin, Maria, enables Quotes. Here’s how.
Enable Quotes
From Setup, Maria enters Quote in the Quick Find box, then selects Quote Settings.
She then selects Enable.
Enable Quotes from Setup
Maria selects the page layout on which she wants the Quotes related list to appear, and then saves her work.
Select Page Layouts on Which You Want Quotes Appear
Our sales rep, Lance, continues to work an opportunity. He set the opportunity’s stage to Proposal/Price Quote. So now he’s ready to get a quote to his customer at Dickenson PLC. Let’s look at how he prepares the quote.
Create a Quote
Lance is at the proposal stage in his opportunity, from which he creates his quote.
From the opportunity, he starts a new quote.
Create a Quote from the Quotes Related List
He enters specifics for the quote.
New Quote Details
Lance saves his work, and then the new quote appears.
New Quote Appears in Quotes Related List
At this point, he selects the quote, and he sees that the product from the opportunity appears as a line item. Lance can add other products as line items if he wants to.
Product Appears as a Quote Line Item
He’s done for now, but he can later choose to add more line items to the quote.
Lance plans to send multiple quotes to his customer. After he and his customer agree on a specific quote, Lance is ready to sync the quote. When he syncs the quote, its line items appear as the opportunity’s products. That way, Lance isn’t at risk of having discrepancies between the line items in his quote and the products in his opportunity.
