How to send Quote to Contact from Custom Object in Salesforce?
Sumit Mishra
Technology Enthusiast | A Coder | Salesforce Makes Business Possible | 22x Salesforce Architect
Are you tired of using the same old standard Quote? Today, we are here to make things easier for you. With our powerful solution, you can create a tab on the opportunity or any other custom object to send quotes. Besides, You can choose the contact and get a preview in the Salesforce lightning component before sending the email.
With this solution, you will able to do the following:
- This will help you keep track of the contact who you wish to send quotes from one place.
- Your total accounts from the contacts would directly come to one tab, which would make sending quotes better.
- You can also select one or multiple contacts to send your quote. Hence, sending quotes has never been easier than this!